LGT Financial Advisors’s American Express AXP Stock Holding History

LGT Financial Advisors’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
2026 Q2	$9.13K	Hold	27	–	–	0.05%	138
2026 Q1	$8.17K	Hold	27	–	–	0.04%	157
2025 Q4	$9.99K	Hold	27	–	–	0.06%	136
2025 Q3	$8.97K	Hold	27	–	–	0.02%	243
2025 Q2	$8.61K	Buy	+27	New	+$7.6K	0.02%	221
2024 Q2	–	Sell	-207	Closed	-$47.1K	–	783
2024 Q1	$47.1K	Hold	207	–	–	0.05%	235
2023 Q4	$38.8K	Sell	207 -5	-2%	-$805	0.05%	242
2023 Q3	$31.6K	Buy	+212	New	+$34.7K	0.04%	266

Other funds holding AXP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LGT Financial Advisors's AXP Position: Q2 2026 in Review

LGT Financial Advisors held its American Express (AXP) position steady in Q2 2026 at 27 shares worth $9.13K. The position accounts for 0.05% of the portfolio, ranked #138.

LGT Financial Advisors first reported a position in AXP in Q3 2023 and has held it in 8 quarters since. The position peaked at $47.1K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

LGT Financial Advisors held 27 shares of American Express worth $9.13K as of Q2 2026.
LGT Financial Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #138 holding.
LGT Financial Advisors first reported a position in American Express in Q3 2023 and has held it in 8 quarters since.
LGT Financial Advisors's American Express position peaked at $47.1K in Q1 2024.
1,514 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.