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LifeSteps Financial’s American Express AXP Stock Holding History

LifeSteps Financial’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 		$73.7K Buy
+218
New +$69.8K 0.03% 180
2024
Q2 		– Sell
-225
Closed -$51.2K – 109
2024
Q1 		$51.2K Buy
+225
New +$46.7K 0.04% 151

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's AXP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in American Express (AXP) in Q2 2026: 218 shares worth $73.7K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in AXP as recently as Q1 2024.

LifeSteps Financial first reported a position in AXP in Q1 2024 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LifeSteps Financial held 218 shares of American Express worth $73.7K as of Q2 2026.
  • American Express was a new LifeSteps Financial position in Q2 2026.
  • American Express made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #180 holding.
  • LifeSteps Financial first reported a position in American Express in Q1 2024 and has held it in 2 quarters since.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.