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
2024
Q3
Sell
-400
Closed -$92.6K 1477
2024
Q2
$92.6K Buy
+400
New +$92.6K ﹤0.01% 1345

Other funds holding AXP

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.