Lido Advisors
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Lido Advisors’s American Express AXP Stock Holding History

Lido Advisors’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 		$423K Hold
1,400
– – ﹤0.01% 1393
2025
Q4 		$518K Hold
1,400
– – ﹤0.01% 1281
2025
Q3 		$465K Buy
1,400
+900
+180% +$286K ﹤0.01% 1260
2025
Q2 		$159K Hold
500
– – ﹤0.01% 1545
2025
Q1 		$135K Hold
500
– – ﹤0.01% 1428
2024
Q4 		$148K Sell
500
-500
-50% -$144K ﹤0.01% 1410
2024
Q3 		$271K Hold
1,000
– – ﹤0.01% 1200
2024
Q2 		$232K Hold
1,000
– – ﹤0.01% 1229
2024
Q1 		$228K Buy
+1,000
New +$207K ﹤0.01% 1217

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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.