LCM
AXP icon

LVM Capital Management’s American Express AXP Stock Holding History

LVM Capital Management’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 		$27M Sell
79,690
-8
-0% -$2.56K 2.26% 14
2026
Q1 		$24.1M Buy
79,698
+504
+0.6% +$169K 2.27% 15
2025
Q4 		$29.3M Sell
79,194
-914
-1% -$327K 2.72% 11
2025
Q3 		$26.6M Sell
80,108
-3,352
-4% -$1.07M 2.56% 12
2025
Q2 		$26.6M Sell
83,460
-2,691
-3% -$757K 2.76% 10
2025
Q1 		$23.2M Sell
86,151
-193
-0.2% -$57K 2.58% 11
2024
Q4 		$25.6M Buy
86,344
+2,557
+3% +$735K 2.76% 9
2024
Q3 		$19.4M Hold
83,787
– – 2.21% 12
2024
Q2 		$19.4M Sell
83,787
-152
-0.2% -$35.2K 2.21% 12
2024
Q1 		$19.1M Buy
83,939
+1,465
+2% +$304K 2.26% 15
2023
Q4 		$15.5M Buy
82,474
+735
+0.9% +$118K 1.98% 16
2023
Q3 		$12.2M Buy
81,739
+3,495
+4% +$572K 1.72% 18
2023
Q2 		$13.6M Buy
78,244
+4,110
+6% +$663K 1.82% 17
2023
Q1 		$12.2M Buy
74,134
+1,565
+2% +$260K 1.7% 19
2022
Q4 		$10.7M Buy
72,569
+2,273
+3% +$337K 1.55% 25
2022
Q3 		$9.48M Buy
70,296
+1,585
+2% +$240K 1.45% 26
2022
Q2 		$9.53M Buy
68,711
+2,294
+3% +$379K 1.38% 30
2022
Q1 		$12.4M Buy
66,417
+1,456
+2% +$263K 1.64% 23
2021
Q4 		$10.6M Buy
64,961
+2,141
+3% +$365K 1.42% 24
2021
Q3 		$10.5M Buy
62,820
+1,067
+2% +$178K 1.59% 24
2021
Q2 		$10.2M Buy
61,753
+1,785
+3% +$280K 1.56% 24
2021
Q1 		$8.48M Sell
59,968
-658
-1% -$86.9K 1.38% 28
2020
Q4 		$7.33M Sell
60,626
-628
-1% -$69.6K 1.24% 28
2020
Q3 		$6.14M Buy
61,254
+5,240
+9% +$515K 1.19% 29
2020
Q2 		$5.33M Buy
56,014
+975
+2% +$89.8K 1.09% 31
2020
Q1 		$4.71M Buy
55,039
+6,175
+13% +$718K 1.16% 29
2019
Q4 		$6.08M Buy
+48,864
New +$5.84M 1.2% 30
2013
Q3 		– Sell
-2,850
Closed -$213K – 110
2013
Q2 		$213K Buy
+2,850
New +$203K 0.08% 109

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's AXP Position: Q2 2026 in Review

LVM Capital Management reduced its American Express (AXP) stake by 0.01% in Q2 2026, selling an estimated $2.56K and leaving 79,690 shares worth $27M. The position accounts for 2.26% of the portfolio, ranked #14.

LVM Capital Management first reported a position in AXP in Q2 2013 and has held it in 28 quarters since. The position peaked at $29.3M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LVM Capital Management held 79,690 shares of American Express worth $27M as of Q2 2026.
  • LVM Capital Management sold 8 American Express shares in Q2 2026, an estimated $2.56K.
  • American Express made up 2.26% of LVM Capital Management's portfolio in Q2 2026, its #14 holding.
  • LVM Capital Management first reported a position in American Express in Q2 2013 and has held it in 28 quarters since.
  • LVM Capital Management's American Express position peaked at $29.3M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.