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Lionshead Wealth Management’s American Express AXP Stock Holding History

Lionshead Wealth Management’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 		$205K Buy
+606
New +$194K 0.13% 109
2026
Q1 		– Sell
-586
Closed -$217K – 110
2025
Q4 		$217K Sell
586
-59
-9% -$21.1K 0.16% 99
2025
Q3 		$214K Hold
645
– – 0.17% 99
2025
Q2 		$206K Buy
+645
New +$182K 0.19% 91
2025
Q1 		– Sell
-1,242
Closed -$369K – 92
2024
Q4 		$369K Buy
+1,242
New +$357K 0.27% 74

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lionshead Wealth Management's AXP Position: Q2 2026 in Review

Lionshead Wealth Management opened a new position in American Express (AXP) in Q2 2026: 606 shares worth $205K. The stake represents 0.13% of the portfolio and ranks #109 among its holdings. This is a return to the name: Lionshead Wealth Management previously reported a position in AXP as recently as Q4 2025.

Lionshead Wealth Management first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $369K in Q4 2024. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lionshead Wealth Management held 606 shares of American Express worth $205K as of Q2 2026.
  • American Express was a new Lionshead Wealth Management position in Q2 2026.
  • American Express made up 0.13% of Lionshead Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Lionshead Wealth Management first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • Lionshead Wealth Management's American Express position peaked at $369K in Q4 2024.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.