LVM Capital Management
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
Q3 		$24.3M Buy
79,752
+62
+0.1% +$20.7K 2.02% 15
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 		$9.5M 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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

LVM Capital Management's AXP Position: Q3 2026 in Review

LVM Capital Management increased its American Express (AXP) stake by 0.08% in Q3 2026, buying an estimated $20.7K and bringing the position to 79,752 shares worth $24.3M. The position accounts for 2.02% of the portfolio, ranked #15.

LVM Capital Management first reported a position in AXP in Q2 2013 and has held it in 29 quarters since. The position peaked at $29.3M in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • LVM Capital Management held 79,752 shares of American Express worth $24.3M as of Q3 2026.
  • LVM Capital Management bought 62 American Express shares in Q3 2026, an estimated $20.7K.
  • American Express made up 2.02% of LVM Capital Management's portfolio in Q3 2026, its #15 holding.
  • LVM Capital Management first reported a position in American Express in Q2 2013 and has held it in 29 quarters since.
  • LVM Capital Management's American Express position peaked at $29.3M in Q4 2025.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.