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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 $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

LMR Partners's AXP Position: Q2 2026 in Review

LMR Partners increased its American Express (AXP) stake by 167% in Q2 2026, buying an estimated $2.78M and bringing the position to 13,891 shares worth $4.7M. The position accounts for 0.02% of the portfolio, ranked #678.

LMR Partners first reported a position in AXP in Q2 2014 and has held it in 22 quarters since. The position peaked at $60.5M in Q3 2022. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LMR Partners held 13,891 shares of American Express worth $4.7M as of Q2 2026.
  • LMR Partners bought 8,679 American Express shares in Q2 2026, an estimated $2.78M.
  • American Express made up 0.02% of LMR Partners's portfolio in Q2 2026, its #678 holding.
  • LMR Partners first reported a position in American Express in Q2 2014 and has held it in 22 quarters since.
  • LMR Partners's American Express position peaked at $60.5M in Q3 2022.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.