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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lumbard & Kellner's AXP Position: Q1 2026 in Review

Lumbard & Kellner held its American Express (AXP) position steady in Q1 2026 at 870 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #89.

Lumbard & Kellner first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $322K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Lumbard & Kellner held 870 shares of American Express worth $263K as of Q1 2026.
Lumbard & Kellner left its American Express share count unchanged in Q1 2026.
American Express made up 0.09% of Lumbard & Kellner's portfolio in Q1 2026, its #89 holding.
Lumbard & Kellner first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Lumbard & Kellner's American Express position peaked at $322K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.