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LMR Partners’s American Express AXP Stock Holding History

LMR Partners’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 		$1.58M Buy
+5,212
New +$1.75M ﹤0.01% 897
2025
Q1 		– Sell
-3
Closed -$890 – 1374
2024
Q4 		$890 Sell
3
-31
-91% -$8.91K ﹤0.01% 1164
2024
Q3 		$9.22K Buy
+34
New +$8.47K ﹤0.01% 1151
2023
Q4 		– Sell
-4,323
Closed -$696K – 995
2023
Q3 		$645K Buy
+4,323
New +$707K 0.01% 537
2023
Q2 		– Sell
-259,418
Closed -$42.8M – 907
2023
Q1 		$42.8M Sell
259,418
-141,149
-35% -$23.4M 0.66% 27
2022
Q4 		$59.2M Sell
400,567
-48,037
-11% -$7.12M 1.03% 5
2022
Q3 		$60.5M Buy
448,604
+396,415
+760% +$60M 1.11% 6
2022
Q2 		$7.23M Buy
52,189
+44,472
+576% +$7.35M 0.12% 205
2022
Q1 		$1.44M Sell
7,717
-235,614
-97% -$42.5M 0.02% 684
2021
Q4 		$39.8M Buy
+243,331
New +$41.5M 0.41% 34
2021
Q3 		– Sell
-147,464
Closed -$24.4M – 996
2021
Q2 		$24.4M Buy
+147,464
New +$23.1M 0.37% 54
2019
Q3 		– Sell
-9,918
Closed -$1.22M – 431
2019
Q2 		$1.22M Buy
9,918
+7,446
+301% +$875K 0.04% 207
2019
Q1 		$270K Buy
+2,472
New +$260K 0.01% 317
2018
Q3 		– Sell
-8,750
Closed -$858K – 364
2018
Q2 		$858K Sell
8,750
-10,551
-55% -$1.04M 0.04% 193
2018
Q1 		$1.92M Hold
19,301
– – 0.2% 98
2017
Q4 		$1.92M Sell
19,301
-56,356
-74% -$5.37M 0.2% 98
2017
Q3 		$6.84M Buy
75,657
+63,204
+508% +$5.43M 0.74% 27
2017
Q2 		$1.05M Buy
+12,453
New +$985K 0.07% 296
2016
Q4 		– Sell
-82,690
Closed -$5.29M – 322
2016
Q3 		$5.29M Buy
+82,690
New +$5.31M 0.5% 51
2014
Q4 		– Sell
-11,750
Closed -$1.03M – 368
2014
Q3 		$1.03M Sell
11,750
-32,526
-73% -$2.93M 0.08% 125
2014
Q2 		$4.2M Buy
+44,276
New +$3.99M 0.35% 70

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

LMR Partners's AXP Position: Q1 2026 in Review

LMR Partners opened a new position in American Express (AXP) in Q1 2026: 5,212 shares worth $1.58M. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: LMR Partners previously reported a position in AXP as recently as Q4 2024.

LMR Partners first reported a position in AXP in Q2 2014 and has held it in 21 quarters since. The position peaked at $60.5M in Q3 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • LMR Partners held 5,212 shares of American Express worth $1.58M as of Q1 2026.
  • American Express was a new LMR Partners position in Q1 2026.
  • American Express made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #897 holding.
  • LMR Partners first reported a position in American Express in Q2 2014 and has held it in 21 quarters since.
  • LMR Partners's American Express position peaked at $60.5M in Q3 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.