Luts & Greenleigh Group’s American Express AXP Stock Holding History

Luts & Greenleigh Group’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	–	Sell	-571	Closed	-$211K	–	90
2025 Q4	$211K	Buy	+571	New	+$204K	0.18%	83

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

Luts & Greenleigh Group's AXP Position: Q1 2026 in Review

Luts & Greenleigh Group sold out of American Express (AXP) in Q1 2026, closing a stake of 571 shares — an estimated $211K sold.

Luts & Greenleigh Group first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Luts & Greenleigh Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Luts & Greenleigh Group sold 571 American Express shares in Q1 2026, an estimated $211K.
Luts & Greenleigh Group first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Luts & Greenleigh Group's American Express position peaked at $211K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.