Lodestone Wealth Management
AXP icon

Lodestone Wealth Management’s American Express AXP Stock Holding History

Lodestone Wealth Management’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
Q3 		$2.61M Sell
8,566
-177
-2% -$59.1K 0.88% 33
2026
Q2 		$2.96M Sell
8,743
-145
-2% -$46.4K 1.04% 25
2026
Q1 		$2.69M Sell
8,888
-308
-3% -$103K 1.07% 29
2025
Q4 		$3.4M Sell
9,196
-269
-3% -$96.3K 1.39% 17
2025
Q3 		$3.14M Buy
9,465
+37
+0.4% +$11.8K 1.41% 19
2025
Q2 		$3.01M Sell
9,428
-2,137
-18% -$601K 1.46% 21
2025
Q1 		$3.11M Sell
11,565
-2,119
-15% -$626K 1.66% 14
2024
Q4 		$4.06M Sell
13,684
-299
-2% -$85.9K 2.04% 10
2024
Q3 		$3.79M Sell
13,983
-141
-1% -$35.1K 1.9% 11
2024
Q2 		$3.27M Sell
14,124
-2,419
-15% -$560K 1.72% 13
2024
Q1 		$3.77M Sell
16,543
-144
-0.9% -$29.9K 1.98% 9
2023
Q4 		$3.13M Sell
16,687
-140
-0.8% -$22.5K 1.81% 11
2023
Q3 		$2.51M Sell
16,827
-510
-3% -$83.4K 1.76% 14
2023
Q2 		$3.02M Buy
17,337
+2,676
+18% +$432K 2.07% 11
2023
Q1 		$2.42M Sell
14,661
-153
-1% -$25.4K 1.86% 10
2022
Q4 		$2.19M Buy
+14,814
New +$2.2M 1.77% 13

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Lodestone Wealth Management's AXP Position: Q3 2026 in Review

Lodestone Wealth Management reduced its American Express (AXP) stake by 2% in Q3 2026, selling an estimated $59.1K and leaving 8,566 shares worth $2.61M. The position accounts for 0.88% of the portfolio, ranked #33.

Lodestone Wealth Management first reported a position in AXP in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.06M in Q4 2024. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Lodestone Wealth Management held 8,566 shares of American Express worth $2.61M as of Q3 2026.
  • Lodestone Wealth Management sold 177 American Express shares in Q3 2026, an estimated $59.1K.
  • American Express made up 0.88% of Lodestone Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Lodestone Wealth Management first reported a position in American Express in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's American Express position peaked at $4.06M in Q4 2024.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.