Lido Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.4M | Sell |
77,246
-29,059
| -27% | -$9.74M | 0.07% | 180 |
|
|
2025
Q4 | $36.7M | Buy |
106,305
+2,306
| +2% | +$825K | 0.11% | 125 |
|
|
2025
Q3 | $34.5M | Buy |
103,999
+32,215
| +45% | +$10.2M | 0.11% | 119 |
|
|
2025
Q2 | $22.9M | Sell |
71,784
-18,759
| -21% | -$5.28M | 0.09% | 137 |
|
|
2025
Q1 | $24.4M | Buy |
90,543
+29,543
| +48% | +$8.73M | 0.11% | 120 |
|
|
2024
Q4 | $18.1M | Sell |
61,000
-7,138
| -10% | -$2.05M | 0.08% | 147 |
|
|
2024
Q3 | $18.5M | Buy |
68,138
+33,377
| +96% | +$8.31M | 0.09% | 112 |
|
|
2024
Q2 | $8.05M | Sell |
34,761
-35,727
| -51% | -$8.27M | 0.04% | 216 |
|
|
2024
Q1 | $16M | Buy |
70,488
+3,266
| +5% | +$677K | 0.09% | 115 |
|
|
2023
Q4 | $12.6M | Buy |
67,222
+769
| +1% | +$124K | 0.09% | 129 |
|
|
2023
Q3 | $9.91M | Buy |
66,453
+35,544
| +115% | +$5.81M | 0.08% | 141 |
|
|
2023
Q2 | $5.38M | Buy |
30,909
+7,551
| +32% | +$1.22M | 0.04% | 210 |
|
|
2023
Q1 | $3.85M | Buy |
23,358
+7,142
| +44% | +$1.18M | 0.04% | 238 |
|
|
2022
Q4 | $2.4M | Buy |
16,216
+408
| +3% | +$60.5K | 0.03% | 267 |
|
|
2022
Q3 | $2.13M | Sell |
15,808
-1,042
| -6% | -$158K | 0.03% | 258 |
|
|
2022
Q2 | $2.33M | Sell |
16,850
-741
| -4% | -$122K | 0.03% | 213 |
|
|
2022
Q1 | $3.29M | Buy |
17,591
+753
| +4% | +$136K | 0.04% | 189 |
|
|
2021
Q4 | $2.75M | Sell |
16,838
-616
| -4% | -$105K | 0.03% | 228 |
|
|
2021
Q3 | $2.92M | Sell |
17,454
-2,590
| -13% | -$433K | 0.04% | 219 |
|
|
2021
Q2 | $3.31M | Sell |
20,044
-71
| -0.4% | -$11.1K | 0.05% | 198 |
|
|
2021
Q1 | $2.85M | Buy |
20,115
+1,466
| +8% | +$194K | 0.05% | 182 |
|
|
2020
Q4 | $2.25M | Sell |
18,649
-23,674
| -56% | -$2.62M | 0.05% | 198 |
|
|
2020
Q3 | $4.24M | Sell |
42,323
-25,184
| -37% | -$2.48M | 0.11% | 107 |
|
|
2020
Q2 | $6.43M | Buy |
67,507
+31,002
| +85% | +$2.85M | 0.19% | 67 |
|
|
2020
Q1 | $3.13M | Buy |
36,505
+17,712
| +94% | +$2.06M | 0.13% | 100 |
|
|
2019
Q4 | $2.34M | Buy |
18,793
+796
| +4% | +$95.1K | 0.09% | 126 |
|
|
2019
Q3 | $2.13M | Buy |
17,997
+685
| +4% | +$84K | 0.11% | 116 |
|
|
2019
Q2 | $2.14M | Buy |
17,312
+173
| +1% | +$20.3K | 0.12% | 105 |
|
|
2019
Q1 | $1.87M | Sell |
17,139
-275
| -2% | -$28.9K | 0.12% | 108 |
|
|
2018
Q4 | $1.66M | Buy |
17,414
+981
| +6% | +$103K | 0.16% | 88 |
|
|
2018
Q3 | $1.75M | Buy |
16,433
+6,010
| +58% | +$625K | 0.17% | 84 |
|
|
2018
Q2 | $1.02M | Buy |
10,423
+27
| +0.3% | +$2.65K | 0.12% | 107 |
|
|
2018
Q1 | $969K | Buy |
10,396
+228
| +2% | +$22.1K | 0.13% | 104 |
|
|
2017
Q4 | $1.01M | Buy |
10,168
+6
| +0.1% | +$571 | 0.14% | 86 |
|
|
2017
Q3 | $970K | Buy |
10,162
+1,353
| +15% | +$116K | 0.15% | 83 |
|
|
2017
Q2 | $742K | Buy |
8,809
+545
| +7% | +$43.1K | 0.15% | 82 |
|
|
2017
Q1 | $646K | Sell |
8,264
-196
| -2% | -$15.3K | 0.18% | 85 |
|
|
2016
Q4 | $627K | Buy |
8,460
+4,147
| +96% | +$287K | 0.15% | 73 |
|
|
2016
Q3 | $276K | Sell |
4,313
-15
| -0.3% | -$964 | 0.08% | 111 |
|
|
2016
Q2 | $263K | Sell |
4,328
-83
| -2% | -$5.26K | 0.08% | 124 |
|
|
2016
Q1 | $271K | Buy |
+4,411
| New | +$257K | 0.09% | 106 |
|
Other funds holding AXP
VCM
VPM
Lido Advisors's AXP Position: Q1 2026 in Review
Lido Advisors reduced its American Express (AXP) stake by 27% in Q1 2026, selling an estimated $9.74M and leaving 77,246 shares worth $23.4M. The position accounts for 0.07% of the portfolio, ranked #180.
Lido Advisors first reported a position in AXP in Q1 2016 and has held it in 41 quarters since. The position peaked at $36.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Lido Advisors held 77,246 shares of American Express worth $23.4M as of Q1 2026.
- Lido Advisors sold 29,059 American Express shares in Q1 2026, an estimated $9.74M.
- American Express made up 0.07% of Lido Advisors's portfolio in Q1 2026, its #180 holding.
- Lido Advisors first reported a position in American Express in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's American Express position peaked at $36.7M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.