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: Q2 2026 in Review

Lido Advisors increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $940K and bringing the position to 80,183 shares worth $27.1M. The position accounts for 0.07% of the portfolio, ranked #178.

Lido Advisors first reported a position in AXP in Q1 2016 and has held it in 42 quarters since. The position peaked at $36.7M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lido Advisors held 80,183 shares of American Express worth $27.1M as of Q2 2026.
  • Lido Advisors bought 2,937 American Express shares in Q2 2026, an estimated $940K.
  • American Express made up 0.07% of Lido Advisors's portfolio in Q2 2026, its #178 holding.
  • Lido Advisors first reported a position in American Express in Q1 2016 and has held it in 42 quarters since.
  • Lido Advisors's American Express position peaked at $36.7M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.