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LM Advisors’s American Express AXP Stock Holding History

LM Advisors’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 		$2.43K Sell
734
-33
-4% -$11.1K 0.04% 172
2025
Q4 		$2.07K Sell
767
-1,301
-63% -$466K 0.04% 179
2025
Q3 		$687K Hold
2,068
– – 0.1% 114
2025
Q2 		$660K Sell
2,068
-12
-0.6% -$3.38K 0.09% 106
2025
Q1 		$560K Buy
2,080
+22
+1% +$6.5K 0.1% 146
2024
Q4 		$611K Sell
2,058
-1
-0% -$287 0.11% 123
2024
Q3 		$559K Sell
2,059
-360
-15% -$89.6K 0.11% 113
2024
Q2 		$560K Sell
2,419
-2,460
-50% -$570K ﹤0.01% 121
2024
Q1 		$1.11M Sell
4,879
-954
-16% -$198K 0.18% 89
2023
Q4 		$1.09M Buy
+5,833
New +$939K 0.22% 74

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LM Advisors's AXP Position: Q1 2026 in Review

LM Advisors reduced its American Express (AXP) stake by 4.3% in Q1 2026, selling an estimated $11.1K and leaving 734 shares worth $2.43K. The position accounts for 0.04% of the portfolio, ranked #172.

LM Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • LM Advisors held 734 shares of American Express worth $2.43K as of Q1 2026.
  • LM Advisors sold 33 American Express shares in Q1 2026, an estimated $11.1K.
  • American Express made up 0.04% of LM Advisors's portfolio in Q1 2026, its #172 holding.
  • LM Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's American Express position peaked at $1.11M in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.