Linscomb Wealth’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$850K Buy
2,811
+57
+2% +$19.1K 0.04% 210
2025
Q4
$1.02M Sell
2,754
-39
-1% -$14K 0.04% 168
2025
Q3
$928K Sell
2,793
-151
-5% -$48K 0.04% 181
2025
Q2
$939K Sell
2,944
-59
-2% -$16.6K 0.04% 177
2025
Q1
$808K Hold
3,003
0.04% 189
2024
Q4
$891K Sell
3,003
-36
-1% -$10.3K 0.04% 177
2024
Q3
$824K Sell
3,039
-471
-13% -$117K 0.04% 183
2024
Q2
$813K Hold
3,510
0.04% 174
2024
Q1
$799K Sell
3,510
-330
-9% -$68.4K 0.04% 181
2023
Q4
$719K Sell
3,840
-20
-0.5% -$3.22K 0.04% 181
2023
Q3
$576K Sell
3,860
-1,130
-23% -$185K 0.03% 197
2023
Q2
$869K Buy
4,990
+1
+0% +$161 0.05% 166
2023
Q1
$823K Buy
4,989
+378
+8% +$62.7K 0.04% 177
2022
Q4
$681K Buy
4,611
+304
+7% +$45K 0.03% 206
2022
Q3
$581K Hold
4,307
0.04% 187
2022
Q2
$597K Sell
4,307
-535
-11% -$88.4K 0.03% 188
2022
Q1
$905K Sell
4,842
-140
-3% -$25.3K 0.04% 186
2021
Q4
$815K Buy
4,982
+262
+6% +$44.7K 0.04% 190
2021
Q3
$791K Sell
4,720
-300
-6% -$50.2K 0.04% 189
2021
Q2
$829K Buy
5,020
+244
+5% +$38.2K 0.04% 183
2021
Q1
$675K Sell
4,776
-108
-2% -$14.3K 0.04% 188
2020
Q4
$591K Sell
4,884
-155
-3% -$17.2K 0.04% 188
2020
Q3
$505K Buy
5,039
+435
+9% +$42.8K 0.03% 192
2020
Q2
$438K Sell
4,604
-872
-16% -$80.3K 0.03% 201
2020
Q1
$469K Sell
5,476
-51
-0.9% -$5.93K 0.04% 268
2019
Q4
$688K Buy
5,527
+1,905
+53% +$228K 0.04% 282
2019
Q3
$428K Buy
3,622
+247
+7% +$30.3K 0.03% 208
2019
Q2
$417K Buy
3,375
+17
+0.5% +$2K 0.03% 202
2019
Q1
$367K Sell
3,358
-441
-12% -$46.3K 0.03% 211
2018
Q4
$362K Buy
3,799
+1,087
+40% +$114K 0.03% 194
2018
Q3
$289K Sell
2,712
-190
-7% -$19.8K 0.02% 231
2018
Q2
$284K Buy
2,902
+350
+14% +$34.4K 0.02% 224
2018
Q1
$238K Sell
2,552
-350
-12% -$33.9K 0.02% 237
2017
Q4
$288K Sell
2,902
-580
-17% -$55.2K 0.02% 224
2017
Q3
$315K Buy
3,482
+255
+8% +$21.9K 0.03% 209
2017
Q2
$272K Sell
3,227
-450
-12% -$35.6K 0.02% 219
2017
Q1
$291K Sell
3,677
-430
-10% -$33.6K 0.03% 208
2016
Q4
$304K Buy
4,107
+51
+1% +$3.53K 0.03% 206
2016
Q3
$260K Sell
4,056
-995
-20% -$63.9K 0.03% 213
2016
Q2
$307K Hold
5,051
0.03% 204
2016
Q1
$310K Sell
5,051
-599
-11% -$34.8K 0.03% 201
2015
Q4
$393K Buy
5,650
+570
+11% +$41.5K 0.04% 183
2015
Q3
$377K Buy
5,080
+15
+0.3% +$1.15K 0.04% 188
2015
Q2
$394K Hold
5,065
0.04% 190
2015
Q1
$396K Sell
5,065
-390
-7% -$32.4K 0.04% 190
2014
Q4
$507K Buy
5,455
+143
+3% +$12.8K 0.06% 167
2014
Q3
$465K Buy
5,312
+482
+10% +$43.4K 0.05% 180
2014
Q2
$458K Sell
4,830
-91
-2% -$8.2K 0.05% 178
2014
Q1
$443K Buy
4,921
+1,713
+53% +$153K 0.05% 178
2013
Q4
$291K Sell
3,208
-2,133
-40% -$175K 0.04% 188
2013
Q3
$403K Buy
5,341
+133
+3% +$10K 0.05% 156
2013
Q2
$389K Buy
+5,208
New +$371K 0.05% 156

Other funds holding AXP

Linscomb Wealth's AXP Position: Q1 2026 in Review

Linscomb Wealth increased its American Express (AXP) stake by 2.1% in Q1 2026, buying an estimated $19.1K and bringing the position to 2,811 shares worth $850K. The position accounts for 0.04% of the portfolio, ranked #210.

Linscomb Wealth first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.02M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Linscomb Wealth held 2,811 shares of American Express worth $850K as of Q1 2026.
  • Linscomb Wealth bought 57 American Express shares in Q1 2026, an estimated $19.1K.
  • American Express made up 0.04% of Linscomb Wealth's portfolio in Q1 2026, its #210 holding.
  • Linscomb Wealth first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Linscomb Wealth's American Express position peaked at $1.02M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.