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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
Q2 		$819K Buy
2,423
+1,689
+230% +$541K 0.09% 120
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 0.1% 118
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 $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

LM Advisors's AXP Position: Q2 2026 in Review

LM Advisors increased its American Express (AXP) stake by 230% in Q2 2026, buying an estimated $541K and bringing the position to 2,423 shares worth $819K. The position accounts for 0.09% of the portfolio, ranked #120.

LM Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2024. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LM Advisors held 2,423 shares of American Express worth $819K as of Q2 2026.
  • LM Advisors bought 1,689 American Express shares in Q2 2026, an estimated $541K.
  • American Express made up 0.09% of LM Advisors's portfolio in Q2 2026, its #120 holding.
  • LM Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's American Express position peaked at $1.11M in Q1 2024.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.