Lumbard & Kellner’s American Express AXP Stock Holding History

Lumbard & Kellner’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	$294K	Hold	870	–	–	0.09%	92
2026 Q1	$263K	Hold	870	–	–	0.09%	89
2025 Q4	$322K	Hold	870	–	–	0.11%	83
2025 Q3	$289K	Hold	870	–	–	0.11%	85
2025 Q2	$278K	Hold	870	–	–	0.12%	77
2025 Q1	$234K	Hold	870	–	–	0.1%	76
2024 Q4	$258K	Hold	870	–	–	0.11%	71
2024 Q3	$236K	Hold	870	–	–	0.1%	70
2024 Q2	$201K	Buy	+870	New	+$201K	0.1%	72

Other funds holding AXP

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Lumbard & Kellner's AXP Position: Q2 2026 in Review

Lumbard & Kellner held its American Express (AXP) position steady in Q2 2026 at 870 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #92.

Lumbard & Kellner first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $322K in Q4 2025. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Lumbard & Kellner held 870 shares of American Express worth $294K as of Q2 2026.
Lumbard & Kellner left its American Express share count unchanged in Q2 2026.
American Express made up 0.09% of Lumbard & Kellner's portfolio in Q2 2026, its #92 holding.
Lumbard & Kellner first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
Lumbard & Kellner's American Express position peaked at $322K in Q4 2025.
3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.