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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
2024
Q4 		– Sell
-9,700
Closed -$2.63M – 1210
2024
Q3 		$2.63M Hold
9,700
– – 0.02% 531
2024
Q2 		$2.25M Sell
9,700
-9,300
-49% -$2.15M 0.02% 523
2024
Q1 		$4.33M Sell
19,000
-41,100
-68% -$8.52M 0.04% 368
2023
Q4 		$11.3M Buy
60,100
+30,800
+105% +$4.96M 0.13% 185
2023
Q3 		$4.37M Buy
+29,300
New +$4.79M 0.05% 273

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.