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LRI Investments’s American Express AXP Stock Holding History

LRI Investments’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 		$333K Sell
986
-26
-3% -$8.32K 0.03% 240
2026
Q1 		$306K Buy
1,012
+426
+73% +$143K 0.03% 226
2025
Q4 		$217K Buy
586
+3
+0.5% +$1.07K 0.02% 270
2025
Q3 		$194K Sell
583
-107
-16% -$34K 0.02% 295
2025
Q2 		$220K Sell
690
-73
-10% -$20.5K 0.02% 268
2025
Q1 		$205K Buy
763
+92
+14% +$27.2K 0.02% 258
2024
Q4 		$199K Hold
671
– – 0.02% 269
2024
Q3 		$193K Buy
671
+79
+13% +$19.7K 0.02% 287
2024
Q2 		$137K Buy
592
+191
+48% +$44.2K 0.02% 330
2024
Q1 		$91.3K Buy
+401
New +$83.2K 0.02% 212

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LRI Investments's AXP Position: Q2 2026 in Review

LRI Investments reduced its American Express (AXP) stake by 2.6% in Q2 2026, selling an estimated $8.32K and leaving 986 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #240.

LRI Investments first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 1,385 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LRI Investments held 986 shares of American Express worth $333K as of Q2 2026.
  • LRI Investments sold 26 American Express shares in Q2 2026, an estimated $8.32K.
  • American Express made up 0.03% of LRI Investments's portfolio in Q2 2026, its #240 holding.
  • LRI Investments first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • 1,385 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.