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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
Q2 		$2.77M Sell
8,188
-577
-7% -$185K 0.03% 147
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LGT Group Foundation's AXP Position: Q2 2026 in Review

LGT Group Foundation reduced its American Express (AXP) stake by 6.6% in Q2 2026, selling an estimated $185K and leaving 8,188 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #147.

LGT Group Foundation first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.49M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LGT Group Foundation held 8,188 shares of American Express worth $2.77M as of Q2 2026.
  • LGT Group Foundation sold 577 American Express shares in Q2 2026, an estimated $185K.
  • American Express made up 0.03% of LGT Group Foundation's portfolio in Q2 2026, its #147 holding.
  • LGT Group Foundation first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's American Express position peaked at $8.49M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.