LSV Asset Management

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

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management

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

Fisher Asset Management

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

Fidelity Investments

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