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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
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

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Lodestone Wealth Management's AXP Position: Q2 2026 in Review

Lodestone Wealth Management reduced its American Express (AXP) stake by 1.6% in Q2 2026, selling an estimated $46.4K and leaving 8,743 shares worth $2.96M. The position accounts for 1.04% of the portfolio, ranked #25.

Lodestone Wealth Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.06M in Q4 2024. 1,153 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lodestone Wealth Management held 8,743 shares of American Express worth $2.96M as of Q2 2026.
  • Lodestone Wealth Management sold 145 American Express shares in Q2 2026, an estimated $46.4K.
  • American Express made up 1.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Lodestone Wealth Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's American Express position peaked at $4.06M in Q4 2024.
  • 1,153 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.