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LMCG Investments’s American Express AXP Stock Holding History

LMCG Investments’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 		$522K Sell
1,542
-9
-0.6% -$2.88K 0.03% 189
2026
Q1 		$469K Sell
1,551
-5
-0.3% -$1.68K 0.03% 185
2025
Q4 		$576K Sell
1,556
-7
-0.4% -$2.5K 0.03% 181
2025
Q3 		$519K Sell
1,563
-266
-15% -$84.6K 0.03% 184
2025
Q2 		$583K Sell
1,829
-154
-8% -$43.3K 0.04% 183
2025
Q1 		$534K Sell
1,983
-5
-0.3% -$1.48K 0.04% 188
2024
Q4 		$590K Buy
1,988
+39
+2% +$11.2K 0.04% 191
2024
Q3 		$529K Sell
1,949
-4
-0.2% -$996 0.03% 183
2024
Q2 		$452K Sell
1,953
-121
-6% -$28K 0.03% 252
2024
Q1 		$472K Sell
2,074
-23
-1% -$4.77K 0.03% 255
2023
Q4 		$393K Buy
2,097
+390
+23% +$62.8K 0.02% 270
2023
Q3 		$255K Sell
1,707
-31
-2% -$5.07K 0.02% 281
2023
Q2 		$303K Sell
1,738
-18
-1% -$2.9K 0.02% 270
2023
Q1 		$290K Sell
1,756
-5
-0.3% -$829 0.02% 282
2022
Q4 		$260K Sell
1,761
-14
-0.8% -$2.07K 0.02% 291
2022
Q3 		$239K Sell
1,775
-1
-0.1% -$151 0.02% 306
2022
Q2 		$246K Sell
1,776
-242
-12% -$40K 0.02% 303
2022
Q1 		$377K Buy
+2,018
New +$364K 0.02% 292
2015
Q3 		$8.04M Sell
108,437
-555
-0.5% -$42.7K 0.17% 231
2015
Q2 		$8.47M Sell
108,992
-1,582
-1% -$126K 0.18% 224
2015
Q1 		$8.64M Sell
110,574
-80
-0.1% -$6.65K 0.18% 233
2014
Q4 		$10.3M Sell
110,654
-589
-0.5% -$52.8K 0.22% 183
2014
Q3 		$9.74M Buy
111,243
+244
+0.2% +$22K 0.22% 198
2014
Q2 		$10.5M Buy
110,999
+94
+0.1% +$8.47K 0.23% 187
2014
Q1 		$9.98M Sell
110,905
-26
-0% -$2.32K 0.22% 192
2013
Q4 		$10.1M Sell
110,931
-1,067
-1% -$87.7K 0.21% 186
2013
Q3 		$8.46M Hold
111,998
– – 0.2% 188
2013
Q2 		$8.37M Buy
+111,998
New +$7.97M 0.22% 164

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LMCG Investments's AXP Position: Q2 2026 in Review

LMCG Investments reduced its American Express (AXP) stake by 0.58% in Q2 2026, selling an estimated $2.88K and leaving 1,542 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #189.

LMCG Investments first reported a position in AXP in Q2 2013 and has held it in 28 quarters since. The position peaked at $10.5M in Q2 2014. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LMCG Investments held 1,542 shares of American Express worth $522K as of Q2 2026.
  • LMCG Investments sold 9 American Express shares in Q2 2026, an estimated $2.88K.
  • American Express made up 0.03% of LMCG Investments's portfolio in Q2 2026, its #189 holding.
  • LMCG Investments first reported a position in American Express in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's American Express position peaked at $10.5M in Q2 2014.
  • 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.