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 Q3	$1.46M	Sell	4,800 -100	-2%	-$33.4K	﹤0.01%	4132
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial's AXP Position: Q3 2026 in Review

LPL Financial increased its American Express (AXP) stake by 0.03% in Q3 2026, buying an estimated $89.2K and bringing the position to 947,819 shares worth $288M. The position accounts for 0.06% of the portfolio, ranked #306.

LPL Financial first reported a position in AXP in Q2 2013 and has held it in 54 quarters since. The position peaked at $341M in Q4 2025. 2,271 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

LPL Financial held 947,819 shares of American Express worth $288M as of Q3 2026.
LPL Financial bought 267 American Express shares in Q3 2026, an estimated $89.2K.
American Express made up 0.06% of LPL Financial's portfolio in Q3 2026, its #306 holding.
LPL Financial first reported a position in American Express in Q2 2013 and has held it in 54 quarters since.
LPL Financial's American Express position peaked at $341M in Q4 2025.
2,271 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.