LIG
AXP icon

Lokken Investment Group’s American Express AXP Stock Holding History

Lokken Investment Group’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
2025
Q2 		– Sell
-935
Closed -$252K – 139
2025
Q1 		$252K Buy
+935
New +$276K 0.11% 114
2023
Q2 		– Sell
-2,808
Closed -$463K – 132
2023
Q1 		$463K Buy
+2,808
New +$466K 0.35% 66

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lokken Investment Group's AXP Position: Q2 2025 in Review

Lokken Investment Group sold out of American Express (AXP) in Q2 2025, closing a stake of 935 shares — an estimated $252K sold.

Lokken Investment Group first reported a position in AXP in Q1 2023 and held it in 2 quarters. The position peaked at $463K in Q1 2023. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Lokken Investment Group reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Lokken Investment Group sold 935 American Express shares in Q2 2025, an estimated $252K.
  • Lokken Investment Group first reported a position in American Express in Q1 2023 and held it in 2 quarters.
  • Lokken Investment Group's American Express position peaked at $463K in Q1 2023.
  • 2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Lokken Investment Group's 13F filing for Q2 2025, filed 24 Jul 2025.