LGT Group Foundation’s American Express AXP Stock Holding History

LGT Group Foundation’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 Q1	$2.65M	Sell	8,765 -13,985	-61%	-$4.69M	0.03%	149
2025 Q4	$8.49M	Buy	22,750 +573	+3%	+$205K	0.09%	113
2025 Q3	$7.29M	Buy	22,177 +130	+0.6%	+$41.4K	0.08%	117
2025 Q2	$7.03M	Buy	22,047 +4,451	+25%	+$1.25M	0.09%	118
2025 Q1	$4.73M	Sell	17,596 -1,757	-9%	-$519K	0.07%	137
2024 Q4	$5.74M	Buy	19,353 +564	+3%	+$162K	0.09%	123
2024 Q3	$5.09M	Sell	18,789 -1,454	-7%	-$362K	0.08%	137
2024 Q2	$4.69M	Buy	20,243 +591	+3%	+$137K	0.07%	137
2024 Q1	$4.47M	Sell	19,652 -9,497	-33%	-$1.97M	0.11%	138
2023 Q4	$5.47M	Sell	29,149 -4,962	-15%	-$799K	0.12%	129
2023 Q3	$5.1M	Buy	34,111 +1,187	+4%	+$194K	0.13%	132
2023 Q2	$5.74M	Sell	32,924 -361	-1%	-$58.2K	0.14%	131
2023 Q1	$5.49M	Buy	33,285 +350	+1%	+$58.1K	0.16%	128
2022 Q4	$4.87M	Buy	32,935 +4,960	+18%	+$735K	0.15%	126
2022 Q3	$3.77M	Sell	27,975 -9,176	-25%	-$1.39M	0.15%	122
2022 Q2	$5.15M	Buy	37,151 +2,645	+8%	+$437K	0.16%	114
2022 Q1	$6.46M	Buy	34,506 +18,188	+111%	+$3.28M	0.15%	119
2021 Q4	$2.67M	Buy	+16,318	New	+$2.78M	0.07%	165

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LGT Group Foundation's AXP Position: Q1 2026 in Review

LGT Group Foundation reduced its American Express (AXP) stake by 61% in Q1 2026, selling an estimated $4.69M and leaving 8,765 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #149.

LGT Group Foundation first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.49M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

LGT Group Foundation held 8,765 shares of American Express worth $2.65M as of Q1 2026.
LGT Group Foundation sold 13,985 American Express shares in Q1 2026, an estimated $4.69M.
American Express made up 0.03% of LGT Group Foundation's portfolio in Q1 2026, its #149 holding.
LGT Group Foundation first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
LGT Group Foundation's American Express position peaked at $8.49M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.