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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPL Financial's AXP Position: Q1 2026 in Review

LPL Financial reduced its American Express (AXP) stake by 0.98% in Q1 2026, selling an estimated $3.03M and leaving 912,858 shares worth $276M. The position accounts for 0.07% of the portfolio, ranked #265.

LPL Financial first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $341M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

LPL Financial held 912,858 shares of American Express worth $276M as of Q1 2026.
LPL Financial sold 9,050 American Express shares in Q1 2026, an estimated $3.03M.
American Express made up 0.07% of LPL Financial's portfolio in Q1 2026, its #265 holding.
LPL Financial first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
LPL Financial's American Express position peaked at $341M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.