LC
AXP icon

Lindbrook Capital’s American Express AXP Stock Holding History

Lindbrook 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
2025
Q1 		$922K Sell
3,426
-233
-6% -$68.9K 0.09% 143
2024
Q4 		$1.09M Buy
3,659
+826
+29% +$237K 0.1% 133
2024
Q3 		$768K Buy
2,833
+65
+2% +$16.2K 0.07% 168
2024
Q2 		$641K Buy
2,768
+164
+6% +$38K 0.06% 175
2024
Q1 		$593K Buy
2,604
+414
+19% +$85.8K 0.06% 187
2023
Q4 		$410K Sell
2,190
-299
-12% -$48.1K 0.04% 230
2023
Q3 		$371K Buy
2,489
+574
+30% +$93.9K 0.04% 220
2023
Q2 		$334K Sell
1,915
-10
-0.5% -$1.61K 0.04% 235
2023
Q1 		$318K Buy
1,925
+282
+17% +$46.8K 0.04% 235
2022
Q4 		$243K Buy
1,643
+405
+33% +$60K 0.03% 291
2022
Q3 		$167K Sell
1,238
-258
-17% -$39.1K 0.03% 303
2022
Q2 		$207K Buy
1,496
+33
+2% +$5.45K 0.03% 278
2022
Q1 		$274K Buy
1,463
+50
+4% +$9.03K 0.04% 232
2021
Q4 		$231K Buy
1,413
+407
+40% +$69.4K 0.04% 274
2021
Q3 		$169K Buy
1,006
+19
+2% +$3.18K 0.04% 179
2021
Q2 		$163K Buy
987
+9
+0.9% +$1.41K 0.04% 204
2021
Q1 		$138K Buy
978
+341
+54% +$45.1K 0.03% 221
2020
Q4 		$77K Buy
637
+15
+2% +$1.66K 0.02% 291
2020
Q3 		$62K Sell
622
-8
-1% -$787 0.02% 303
2020
Q2 		$60K Buy
630
+119
+23% +$11K 0.02% 321
2020
Q1 		$44K Sell
511
-219
-30% -$25.5K 0.02% 350
2019
Q4 		$91K Buy
730
+23
+3% +$2.75K 0.03% 263
2019
Q3 		$84K Sell
707
-21
-3% -$2.58K 0.03% 269
2019
Q2 		$89K Buy
728
+21
+3% +$2.47K 0.03% 252
2019
Q1 		$77K Buy
707
+41
+6% +$4.31K 0.03% 278
2018
Q4 		$63K Buy
+666
New +$69.7K 0.03% 276

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $336B AUM 34.66% 1-Year Est. Return

Lindbrook Capital's AXP Position: Q1 2025 in Review

Lindbrook Capital reduced its American Express (AXP) stake by 6.4% in Q1 2025, selling an estimated $68.9K and leaving 3,426 shares worth $922K. The position accounts for 0.09% of the portfolio, ranked #143.

Lindbrook Capital first reported a position in AXP in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.09M in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Lindbrook Capital held 3,426 shares of American Express worth $922K as of Q1 2025.
  • Lindbrook Capital sold 233 American Express shares in Q1 2025, an estimated $68.9K.
  • American Express made up 0.09% of Lindbrook Capital's portfolio in Q1 2025, its #143 holding.
  • Lindbrook Capital first reported a position in American Express in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's American Express position peaked at $1.09M in Q4 2024.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.