Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s American Express AXP Stock Holding History

Luther King Capital Management (LKCM)’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 		$183M Sell
605,259
-6,483
-1% -$2.17M 0.79% 34
2025
Q4 		$226M Buy
611,742
+3,976
+0.7% +$1.42M 0.92% 23
2025
Q3 		$202M Sell
607,766
-1,005
-0.2% -$320K 0.83% 27
2025
Q2 		$194M Sell
608,771
-8,901
-1% -$2.51M 0.84% 31
2025
Q1 		$166M Sell
617,672
-6,144
-1% -$1.82M 0.77% 39
2024
Q4 		$185M Sell
623,816
-39,975
-6% -$11.5M 0.8% 35
2024
Q3 		$180M Sell
663,791
-1,121
-0.2% -$279K 0.77% 37
2024
Q2 		$154M Sell
664,912
-9,837
-1% -$2.28M 0.69% 43
2024
Q1 		$154M Sell
674,749
-9,853
-1% -$2.04M 0.69% 46
2023
Q4 		$128M Buy
684,602
+22,652
+3% +$3.65M 0.62% 47
2023
Q3 		$98.8M Buy
661,950
+3,161
+0.5% +$517K 0.51% 56
2023
Q2 		$115M Buy
658,789
+2,738
+0.4% +$442K 0.57% 53
2023
Q1 		$108M Sell
656,051
-35,987
-5% -$5.97M 0.57% 59
2022
Q4 		$102M Buy
692,038
+14,362
+2% +$2.13M 0.56% 60
2022
Q3 		$91.4M Buy
677,676
+16,669
+3% +$2.52M 0.55% 60
2022
Q2 		$91.6M Buy
661,007
+10,129
+2% +$1.67M 0.51% 62
2022
Q1 		$122M Buy
650,878
+7,487
+1% +$1.35M 0.59% 53
2021
Q4 		$105M Buy
643,391
+21,440
+3% +$3.66M 0.48% 69
2021
Q3 		$104M Buy
621,951
+22,191
+4% +$3.71M 0.51% 62
2021
Q2 		$99.1M Buy
599,760
+36,500
+6% +$5.72M 0.48% 65
2021
Q1 		$79.7M Buy
563,260
+49,661
+10% +$6.56M 0.43% 71
2020
Q4 		$62.1M Buy
513,599
+80,790
+19% +$8.95M 0.35% 74
2020
Q3 		$43.4M Buy
432,809
+62,823
+17% +$6.18M 0.27% 80
2020
Q2 		$35.2M Buy
369,986
+87,168
+31% +$8.03M 0.24% 85
2020
Q1 		$24.2M Buy
282,818
+112,272
+66% +$13.1M 0.21% 87
2019
Q4 		$21.2M Buy
170,546
+62,185
+57% +$7.43M 0.14% 102
2019
Q3 		$12.8M Buy
108,361
+5,405
+5% +$663K 0.09% 126
2019
Q2 		$12.7M Buy
102,956
+618
+0.6% +$72.6K 0.09% 127
2019
Q1 		$11.2M Buy
102,338
+4,434
+5% +$466K 0.09% 136
2018
Q4 		$9.33M Buy
97,904
+266
+0.3% +$27.8K 0.08% 140
2018
Q3 		$10.4M Buy
97,638
+1,042
+1% +$108K 0.08% 144
2018
Q2 		$9.47M Buy
96,596
+82
+0.1% +$8.06K 0.08% 145
2018
Q1 		$9M Sell
96,514
-10
-0% -$969 0.08% 148
2017
Q4 		$9.59M Buy
96,524
+3,208
+3% +$306K 0.08% 153
2017
Q3 		$8.44M Buy
93,316
+7,201
+8% +$619K 0.07% 152
2017
Q2 		$7.25M Sell
86,115
-2,403
-3% -$190K 0.07% 165
2017
Q1 		$7M Sell
88,518
-609
-0.7% -$47.6K 0.06% 173
2016
Q4 		$6.6M Sell
89,127
-3,807
-4% -$264K 0.06% 192
2016
Q3 		$5.95M Sell
92,934
-25,348
-21% -$1.63M 0.06% 207
2016
Q2 		$7.19M Sell
118,282
-103,300
-47% -$6.54M 0.07% 205
2016
Q1 		$13.6M Sell
221,582
-213,556
-49% -$12.4M 0.14% 146
2015
Q4 		$30.3M Sell
435,138
-40,665
-9% -$2.96M 0.28% 90
2015
Q3 		$35.3M Buy
475,803
+8,440
+2% +$649K 0.34% 73
2015
Q2 		$36.3M Buy
467,363
+28,605
+7% +$2.27M 0.31% 80
2015
Q1 		$34.3M Buy
438,758
+63,457
+17% +$5.27M 0.29% 87
2014
Q4 		$34.9M Buy
375,301
+51,423
+16% +$4.61M 0.28% 101
2014
Q3 		$28.4M Buy
323,878
+26,026
+9% +$2.34M 0.23% 113
2014
Q2 		$28.3M Buy
297,852
+12,235
+4% +$1.1M 0.22% 130
2014
Q1 		$25.7M Buy
285,617
+34,447
+14% +$3.08M 0.21% 143
2013
Q4 		$22.8M Buy
251,170
+27,672
+12% +$2.27M 0.18% 156
2013
Q3 		$16.9M Buy
223,498
+41,037
+22% +$3.09M 0.14% 189
2013
Q2 		$13.6M Buy
+182,461
New +$13M 0.13% 198

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

Luther King Capital Management (LKCM)'s AXP Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its American Express (AXP) stake by 1.1% in Q1 2026, selling an estimated $2.17M and leaving 605,259 shares worth $183M. The position accounts for 0.79% of the portfolio, ranked #34.

Luther King Capital Management (LKCM) first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $226M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Luther King Capital Management (LKCM) held 605,259 shares of American Express worth $183M as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 6,483 American Express shares in Q1 2026, an estimated $2.17M.
  • American Express made up 0.79% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #34 holding.
  • Luther King Capital Management (LKCM) first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Luther King Capital Management (LKCM)'s American Express position peaked at $226M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.