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Luken Investment Analytics’s American Express AXP Stock Holding History

Luken Investment Analytics’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 		$6.66K Sell
22
-5
-19% -$1.68K ﹤0.01% 148
2025
Q4 		$9.99K Buy
27
+5
+23% +$1.79K ﹤0.01% 157
2025
Q3 		$7.31K Hold
22
– – ﹤0.01% 133
2025
Q2 		$7.02K Hold
22
– – ﹤0.01% 132
2025
Q1 		$5.92K Buy
+22
New +$6.5K ﹤0.01% 134

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Luken Investment Analytics's AXP Position: Q1 2026 in Review

Luken Investment Analytics reduced its American Express (AXP) stake by 19% in Q1 2026, selling an estimated $1.68K and leaving 22 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Luken Investment Analytics first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.99K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Luken Investment Analytics held 22 shares of American Express worth $6.66K as of Q1 2026.
  • Luken Investment Analytics sold 5 American Express shares in Q1 2026, an estimated $1.68K.
  • American Express made up ﹤0.01% of Luken Investment Analytics's portfolio in Q1 2026, its #148 holding.
  • Luken Investment Analytics first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • Luken Investment Analytics's American Express position peaked at $9.99K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.