LSV Asset Management’s American Express AXP Stock Holding History

LSV Asset 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
2025 Q2	–	Sell	-32	Closed	-$9K	–	817
2025 Q1	$9K	Buy	32 +16	+100%	+$4.73K	﹤0.01%	824
2024 Q4	$5K	Buy	+16	New	+$4.6K	﹤0.01%	817
2023 Q3	–	Sell	-2,200	Closed	-$383K	–	862
2023 Q2	$383K	Buy	+2,200	New	+$355K	﹤0.01%	775
2020 Q2	–	Sell	-1,069	Closed	-$91K	–	979
2020 Q1	$91K	Buy	+1,069	New	+$124K	﹤0.01%	902
2017 Q3	–	Sell	-36,900	Closed	-$3.11M	–	994
2017 Q2	$3.11M	Hold	36,900	–	–	0.01%	654
2017 Q1	$2.92M	Buy	36,900 +22,800	+162%	+$1.78M	0.01%	651
2016 Q4	$1.04M	Hold	14,100	–	–	﹤0.01%	802
2016 Q3	$902K	Sell	14,100 -2,708	-16%	-$174K	﹤0.01%	790
2016 Q2	$1.02M	Buy	16,808 +9,108	+118%	+$577K	﹤0.01%	766
2016 Q1	$472K	Hold	7,700	–	–	﹤0.01%	827
2015 Q4	$535K	Hold	7,700	–	–	﹤0.01%	813
2015 Q3	$570K	Buy	+7,700	New	+$592K	﹤0.01%	788
2013 Q4	–	Sell	-2,860	Closed	-$215K	–	887
2013 Q3	$215K	Buy	+2,860	New	+$215K	﹤0.01%	817

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management's AXP Position: Q2 2025 in Review

LSV Asset Management sold out of American Express (AXP) in Q2 2025, closing a stake of 32 shares — an estimated $9K sold.

LSV Asset Management first reported a position in AXP in Q3 2013 and held it in 13 quarters. The position peaked at $3.11M in Q2 2017. 2,716 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

LSV Asset Management reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
LSV Asset Management sold 32 American Express shares in Q2 2025, an estimated $9K.
LSV Asset Management first reported a position in American Express in Q3 2013 and held it in 13 quarters.
LSV Asset Management's American Express position peaked at $3.11M in Q2 2017.
2,716 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on LSV Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.