LPL Financial
AXP icon

LPL Financial’s American Express AXP Stock Holding History

LPL Financial’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 		$1.66M Buy
4,900
+100
+2% +$32K ﹤0.01% 3962
2026
Q1 		$1.45M Buy
4,800
+500
+12% +$168K ﹤0.01% 3814
2025
Q4 		$1.59M Buy
4,300
+3,000
+231% +$1.07M ﹤0.01% 3605
2025
Q3 		$432K Buy
1,300
+400
+44% +$127K ﹤0.01% 4741
2025
Q2 		$287K Hold
900
– – ﹤0.01% 4802
2025
Q1 		$242K Sell
900
-300
-25% -$88.7K ﹤0.01% 4726
2024
Q4 		$356K Buy
1,200
+300
+33% +$86.2K ﹤0.01% 4379
2024
Q3 		$244K Buy
+900
New +$224K ﹤0.01% 4593
2020
Q3 		– Sell
-2,200
Closed -$209K – 3554
2020
Q2 		$209K Buy
+2,200
New +$203K ﹤0.01% 3099

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

LPL Financial's AXP Position: Q2 2026 in Review

LPL Financial increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $11.1M and bringing the position to 947,552 shares worth $321M. The position accounts for 0.07% of the portfolio, ranked #276.

LPL Financial first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $341M in Q4 2025. 3,004 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LPL Financial held 947,552 shares of American Express worth $321M as of Q2 2026.
  • LPL Financial bought 34,694 American Express shares in Q2 2026, an estimated $11.1M.
  • American Express made up 0.07% of LPL Financial's portfolio in Q2 2026, its #276 holding.
  • LPL Financial first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's American Express position peaked at $341M in Q4 2025.
  • 3,004 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.