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Lincoln Capital’s American Express AXP Stock Holding History

Lincoln Capital’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 		$6.1M Sell
18,043
-951
-5% -$304K 1.09% 22
2026
Q1 		$5.75M Sell
18,994
-266
-1% -$89.2K 1.09% 23
2025
Q4 		$7.13M Buy
19,260
+133
+0.7% +$47.6K 1.29% 18
2025
Q3 		$6.32M Sell
19,127
-47
-0.2% -$14.9K 1.18% 22
2025
Q2 		$6.12M Sell
19,174
-344
-2% -$96.8K 1.18% 21
2025
Q1 		$4.93M Buy
19,518
+4,171
+27% +$1.23M 1.03% 24
2024
Q4 		$4.55M Sell
15,347
-6
-0% -$1.72K 0.96% 27
2024
Q3 		$4.16M Sell
15,353
-265
-2% -$66K 0.88% 26
2024
Q2 		$3.62M Sell
15,618
-115
-0.7% -$26.6K 0.81% 29
2024
Q1 		$3.58M Hold
15,733
– – 0.8% 29
2023
Q4 		$2.95M Buy
15,733
+75
+0.5% +$12.1K 0.72% 28
2023
Q3 		$2.34M Buy
15,658
+342
+2% +$55.9K 0.61% 30
2023
Q2 		$2.67M Buy
15,316
+1,313
+9% +$212K 0.69% 30
2023
Q1 		$2.31M Buy
14,003
+90
+0.6% +$14.9K 0.63% 32
2022
Q4 		$2.06M Buy
13,913
+34
+0.2% +$5.04K 0.59% 31
2022
Q3 		$1.87M Hold
13,879
– – 0.58% 31
2022
Q2 		$1.92M Sell
13,879
-67
-0.5% -$11.1K 0.54% 31
2022
Q1 		$2.61M Buy
13,946
+3,100
+29% +$560K 0.61% 31
2021
Q4 		$1.77M Sell
10,846
-60
-0.6% -$10.2K 0.44% 33
2021
Q3 		$1.83M Sell
10,906
-80
-0.7% -$13.4K 0.5% 32
2021
Q2 		$1.81M Buy
10,986
+629
+6% +$98.5K 0.51% 32
2021
Q1 		$1.47M Sell
10,357
-70
-0.7% -$9.25K 0.46% 31
2020
Q4 		$1.26M Sell
10,427
-62
-0.6% -$6.87K 0.41% 32
2020
Q3 		$1.05M Sell
10,489
-50
-0.5% -$4.92K 0.39% 34
2020
Q2 		$1M Buy
10,539
+162
+2% +$14.9K 0.42% 35
2020
Q1 		$888K Sell
10,377
-100
-1% -$11.6K 0.45% 36
2019
Q4 		$1.3M Buy
10,477
+443
+4% +$52.9K 0.54% 29
2019
Q3 		$1.19M Sell
10,034
-260
-3% -$31.9K 0.53% 31
2019
Q2 		$1.27M Hold
10,294
– – 0.57% 30
2019
Q1 		$1.13M Sell
10,294
-335
-3% -$35.2K 0.54% 30
2018
Q4 		$1.01M Sell
10,629
-85
-0.8% -$8.89K 0.55% 27
2018
Q3 		$1.14M Sell
10,714
-30
-0.3% -$3.12K 0.57% 27
2018
Q2 		$1.07M Sell
10,744
-42
-0.4% -$4.13K 0.57% 27
2018
Q1 		$1.01M Sell
10,786
-75
-0.7% -$7.26K 0.54% 28
2017
Q4 		$1.08M Buy
10,861
+190
+2% +$18.1K 0.6% 30
2017
Q3 		$965K Sell
10,671
-75
-0.7% -$6.45K 0.6% 31
2017
Q2 		$905K Hold
10,746
– – 0.57% 32
2017
Q1 		$850K Sell
10,746
-80
-0.7% -$6.25K 0.57% 32
2016
Q4 		$802K Sell
10,826
-380
-3% -$26.3K 0.57% 30
2016
Q3 		$718K Buy
11,206
+24
+0.2% +$1.54K 0.53% 32
2016
Q2 		$679K Sell
11,182
-4,064
-27% -$257K 0.51% 33
2016
Q1 		$936K Sell
15,246
-1,088
-7% -$63.3K 0.7% 30
2015
Q4 		$1.14M Sell
16,334
-80
-0.5% -$5.82K 0.9% 28
2015
Q3 		$1.22M Sell
16,414
-120
-0.7% -$9.23K 1.01% 27
2015
Q2 		$1.28M Sell
16,534
-460
-3% -$36.5K 1.08% 26
2015
Q1 		$1.33M Sell
16,994
-75
-0.4% -$6.23K 1.14% 24
2014
Q4 		$1.59M Buy
+17,069
New +$1.53M 1.38% 22

Other funds holding AXP

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Lincoln Capital's AXP Position: Q2 2026 in Review

Lincoln Capital reduced its American Express (AXP) stake by 5% in Q2 2026, selling an estimated $304K and leaving 18,043 shares worth $6.1M. The position accounts for 1.09% of the portfolio, ranked #22.

Lincoln Capital first reported a position in AXP in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.13M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lincoln Capital held 18,043 shares of American Express worth $6.1M as of Q2 2026.
  • Lincoln Capital sold 951 American Express shares in Q2 2026, an estimated $304K.
  • American Express made up 1.09% of Lincoln Capital's portfolio in Q2 2026, its #22 holding.
  • Lincoln Capital first reported a position in American Express in Q4 2014 and has held it in 47 quarters since.
  • Lincoln Capital's American Express position peaked at $7.13M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.