Lindsell Train’s American Express AXP Stock Holding History

Lindsell Train’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	$2.57M	Sell	7,600 -1,400	-16%	-$448K	0.1%	18
2026 Q1	$2.72M	Sell	9,000 -800	-8%	-$268K	0.09%	16
2025 Q4	$3.63M	Sell	9,800 -400	-4%	-$143K	0.09%	14
2025 Q3	$3.39M	Hold	10,200	–	–	0.08%	15
2025 Q2	$3.25M	Sell	10,200 -1,400	-12%	-$394K	0.08%	16
2025 Q1	$3.12M	Hold	11,600	–	–	0.09%	14
2024 Q4	$3.44M	Hold	11,600	–	–	0.09%	14
2024 Q3	$3.15M	Hold	11,600	–	–	0.07%	13
2024 Q2	$2.68M	Hold	11,600	–	–	0.06%	13
2024 Q1	$2.64M	Hold	11,600	–	–	0.06%	13
2023 Q4	$2.17M	Hold	11,600	–	–	0.04%	15
2023 Q3	$1.73M	Hold	11,600	–	–	0.03%	17
2023 Q2	$2.02M	Hold	11,600	–	–	0.04%	16
2023 Q1	$1.91M	Hold	11,600	–	–	0.03%	14
2022 Q4	$1.71M	Hold	11,600	–	–	0.03%	15
2022 Q3	$1.57M	Hold	11,600	–	–	0.03%	15
2022 Q2	$1.61M	Hold	11,600	–	–	0.03%	16
2022 Q1	$2.17M	Hold	11,600	–	–	0.03%	16
2021 Q4	$1.9M	Hold	11,600	–	–	0.03%	17
2021 Q3	$1.94M	Hold	11,600	–	–	0.03%	15
2021 Q2	$1.92M	Hold	11,600	–	–	0.02%	15
2021 Q1	$1.64M	Hold	11,600	–	–	0.02%	16
2020 Q4	$1.4M	Hold	11,600	–	–	0.02%	17
2020 Q3	$1.16M	Hold	11,600	–	–	0.02%	22
2020 Q2	$1.1M	Buy	+11,600	New	+$1.07M	0.02%	21

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Lindsell Train's AXP Position: Q2 2026 in Review

Lindsell Train reduced its American Express (AXP) stake by 16% in Q2 2026, selling an estimated $448K and leaving 7,600 shares worth $2.57M. The position accounts for 0.1% of the portfolio, ranked #18.

Lindsell Train first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.63M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Lindsell Train held 7,600 shares of American Express worth $2.57M as of Q2 2026.
Lindsell Train sold 1,400 American Express shares in Q2 2026, an estimated $448K.
American Express made up 0.1% of Lindsell Train's portfolio in Q2 2026, its #18 holding.
Lindsell Train first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
Lindsell Train's American Express position peaked at $3.63M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lindsell Train's 13F filing for Q2 2026, filed 15 Jul 2026.