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Lorne Steinberg Wealth Management’s American Express AXP Stock Holding History

Lorne Steinberg 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
Q1 		$9.82M Buy
32,479
+85
+0.3% +$28.5K 2.33% 15
2025
Q4 		$12M Sell
32,394
-175
-0.5% -$62.6K 2.76% 9
2025
Q3 		$10.8M Sell
32,569
-270
-0.8% -$85.9K 2.61% 11
2025
Q2 		$10.5M Sell
32,839
-300
-0.9% -$84.4K 2.74% 8
2025
Q1 		$8.92M Sell
33,139
-111
-0.3% -$32.8K 2.6% 11
2024
Q4 		$9.87M Sell
33,250
-20
-0.1% -$5.75K 2.86% 8
2024
Q3 		$9.02M Sell
33,270
-166
-0.5% -$41.3K 2.61% 8
2024
Q2 		$7.74M Sell
33,436
-86
-0.3% -$19.9K 2.49% 9
2024
Q1 		$7.63M Buy
33,522
+53
+0.2% +$11K 2.38% 14
2023
Q4 		$6.27M Buy
33,469
+230
+0.7% +$37K 2.11% 18
2023
Q3 		$4.96M Sell
33,239
-500
-1% -$81.8K 1.91% 26
2023
Q2 		$5.88M Sell
33,739
-350
-1% -$56.5K 2.21% 16
2023
Q1 		$5.62M Sell
34,089
-170
-0.5% -$28.2K 2.25% 16
2022
Q4 		$5.06M Buy
34,259
+70
+0.2% +$10.4K 2.17% 16
2022
Q3 		$4.61M Sell
34,189
-200
-0.6% -$30.3K 2.24% 18
2022
Q2 		$4.77M Buy
34,389
+510
+2% +$84.2K 2.24% 17
2022
Q1 		$6.22M Sell
33,879
-220
-0.6% -$39.7K 2.87% 10
2021
Q4 		$5.58M Sell
34,099
-350
-1% -$59.7K 2.4% 18
2021
Q3 		$5.77M Buy
34,449
+710
+2% +$119K 2.79% 11
2021
Q2 		$5.58M Buy
33,739
+159
+0.5% +$24.9K 2.74% 13
2021
Q1 		$4.75M Buy
33,580
+2,690
+9% +$355K 2.51% 20
2020
Q4 		$3.75M Buy
+30,890
New +$3.42M 2.33% 22

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

Lorne Steinberg Wealth Management's AXP Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its American Express (AXP) stake by 0.26% in Q1 2026, buying an estimated $28.5K and bringing the position to 32,479 shares worth $9.82M. The position accounts for 2.33% of the portfolio, ranked #15.

Lorne Steinberg Wealth Management first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $12M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lorne Steinberg Wealth Management held 32,479 shares of American Express worth $9.82M as of Q1 2026.
  • Lorne Steinberg Wealth Management bought 85 American Express shares in Q1 2026, an estimated $28.5K.
  • American Express made up 2.33% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Lorne Steinberg Wealth Management first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Lorne Steinberg Wealth Management's American Express position peaked at $12M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.