Lloyd Advisory Services’s American Express AXP Stock Holding History

Lloyd Advisory Services’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 Q1	$20K	Sell	66 -117	-64%	-$39.2K	0.01%	385
2025 Q4	$67.7K	Buy	+183	New	+$65.5K	0.03%	215
2022 Q2	–	Sell	-248	Closed	-$46K	–	111
2022 Q1	$46K	Buy	248 +18	+8%	+$3.25K	0.02%	238
2021 Q4	$38K	Hold	230	–	–	0.02%	240
2021 Q3	$39K	Buy	230 +63	+38%	+$10.5K	0.02%	183
2021 Q2	$28K	Hold	167	–	–	0.01%	216
2021 Q1	$24K	Sell	167 -21	-11%	-$2.77K	0.01%	201
2020 Q4	$23K	Sell	188 -103	-35%	-$11.4K	0.01%	171
2020 Q3	$29K	Sell	291 -37	-11%	-$3.64K	0.02%	137
2020 Q2	$31K	Hold	328	–	–	0.02%	137
2020 Q1	$28K	Buy	328 +24	+8%	+$2.79K	0.02%	125
2019 Q4	$38K	Buy	+304	New	+$36.3K	0.03%	147

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lloyd Advisory Services's AXP Position: Q1 2026 in Review

Lloyd Advisory Services reduced its American Express (AXP) stake by 64% in Q1 2026, selling an estimated $39.2K and leaving 66 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #385.

Lloyd Advisory Services first reported a position in AXP in Q4 2019 and has held it in 12 quarters since. The position peaked at $67.7K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Lloyd Advisory Services held 66 shares of American Express worth $20K as of Q1 2026.
Lloyd Advisory Services sold 117 American Express shares in Q1 2026, an estimated $39.2K.
American Express made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #385 holding.
Lloyd Advisory Services first reported a position in American Express in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's American Express position peaked at $67.7K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.