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LGL Partners’s American Express AXP Stock Holding History

LGL Partners’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,344
Closed -$993K – 61
2024
Q4 		$993K Sell
3,344
-44
-1% -$12.6K 0.14% 45
2024
Q3 		$919K Buy
3,388
+62
+2% +$15.4K 0.13% 43
2024
Q2 		$770K Sell
3,326
-327
-9% -$75.7K 0.11% 49
2024
Q1 		$832K Buy
3,653
+1
+0% +$207 0.14% 46
2023
Q4 		$684K Buy
3,652
+3
+0.1% +$483 0.09% 54
2023
Q3 		$544K Buy
3,649
+2
+0.1% +$327 0.1% 59
2023
Q2 		$635K Buy
3,647
+3
+0.1% +$484 0.11% 52
2023
Q1 		$601K Buy
3,644
+1
+0% +$166 0.1% 48
2022
Q4 		$538K Buy
3,643
+3
+0.1% +$445 0.1% 52
2022
Q3 		$491K Buy
3,640
+2
+0.1% +$303 0.1% 62
2022
Q2 		$504K Buy
3,638
+2
+0.1% +$330 0.08% 54
2022
Q1 		$680K Sell
3,636
-409
-10% -$73.9K 0.09% 48
2021
Q4 		$662K Buy
4,045
+2
+0% +$341 0.08% 54
2021
Q3 		$677K Buy
4,043
+1
+0% +$167 0.41% 39
2021
Q2 		$668K Sell
4,042
-88
-2% -$13.8K 0.4% 38
2021
Q1 		$584K Buy
4,130
+2
+0% +$264 0.33% 45
2020
Q4 		$499K Buy
4,128
+3
+0.1% +$332 0.29% 48
2020
Q3 		$414K Buy
4,125
+3
+0.1% +$295 0.25% 53
2020
Q2 		$392K Buy
4,122
+3
+0.1% +$276 0.24% 55
2020
Q1 		$353K Buy
4,119
+502
+14% +$58.4K 0.23% 54
2019
Q4 		$450K Buy
3,617
+3
+0.1% +$359 0.15% 53
2019
Q3 		$428K Buy
3,614
+1
+0% +$123 0.18% 58
2019
Q2 		$446K Buy
3,613
+2
+0.1% +$235 0.18% 61
2019
Q1 		$395K Buy
+3,611
New +$379K 0.15% 70

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LGL Partners's AXP Position: Q1 2025 in Review

LGL Partners sold out of American Express (AXP) in Q1 2025, closing a stake of 3,344 shares — an estimated $993K sold.

LGL Partners first reported a position in AXP in Q1 2019 and held it in 24 quarters. The position peaked at $993K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • LGL Partners reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 3,344 American Express shares in Q1 2025, an estimated $993K.
  • LGL Partners first reported a position in American Express in Q1 2019 and held it in 24 quarters.
  • LGL Partners's American Express position peaked at $993K in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.