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LVW Advisors’s American Express AXP Stock Holding History

LVW Advisors’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 		$1.44M Buy
4,246
+310
+8% +$99.3K 0.12% 102
2026
Q1 		$1.19M Buy
3,936
+580
+17% +$194K 0.11% 98
2025
Q4 		$1.24M Sell
3,356
-123
-4% -$44K 0.13% 89
2025
Q3 		$1.16M Buy
3,479
+215
+7% +$68.4K 0.12% 95
2025
Q2 		$1.04M Buy
3,264
+258
+9% +$72.6K 0.11% 105
2025
Q1 		$809K Sell
3,006
-258
-8% -$76.3K 0.1% 123
2024
Q4 		$969K Sell
3,264
-286
-8% -$82.2K 0.12% 115
2024
Q3 		$963K Buy
3,550
+98
+3% +$24.4K 0.12% 116
2024
Q2 		$799K Sell
3,452
-32
-0.9% -$7.41K 0.12% 114
2024
Q1 		$793K Buy
3,484
+39
+1% +$8.09K 0.13% 117
2023
Q4 		$645K Buy
3,445
+131
+4% +$21.1K 0.12% 124
2023
Q3 		$494K Buy
3,314
+607
+22% +$99.3K 0.1% 133
2023
Q2 		$472K Sell
2,707
-2,477
-48% -$400K 0.09% 133
2023
Q1 		$855K Buy
5,184
+60
+1% +$9.95K 0.17% 93
2022
Q4 		$757K Sell
5,124
-13
-0.3% -$1.93K 0.15% 105
2022
Q3 		$693K Sell
5,137
-725
-12% -$110K 0.15% 104
2022
Q2 		$813K Sell
5,862
-107
-2% -$17.7K 0.17% 91
2022
Q1 		$1.12M Sell
5,969
-116
-2% -$20.9K 0.19% 83
2021
Q4 		$996K Sell
6,085
-75
-1% -$12.8K 0.17% 93
2021
Q3 		$1.03M Buy
6,160
+2,361
+62% +$395K 0.18% 89
2021
Q2 		$628K Sell
3,799
-109
-3% -$17.1K 0.11% 129
2021
Q1 		$553K Buy
3,908
+155
+4% +$20.5K 0.11% 136
2020
Q4 		$454K Buy
3,753
+825
+28% +$91.4K 0.09% 124
2020
Q3 		$294K Buy
2,928
+106
+4% +$10.4K 0.06% 154
2020
Q2 		$269K Buy
2,822
+26
+0.9% +$2.39K 0.06% 153
2020
Q1 		$239K Sell
2,796
-61
-2% -$7.1K 0.06% 140
2019
Q4 		$356K Hold
2,857
– – 0.08% 130
2019
Q3 		$338K Sell
2,857
-186
-6% -$22.8K 0.08% 120
2019
Q2 		$376K Buy
3,043
+142
+5% +$16.7K 0.1% 107
2019
Q1 		$317K Sell
2,901
-183
-6% -$19.2K 0.08% 140
2018
Q4 		$294K Buy
3,084
+124
+4% +$13K 0.1% 123
2018
Q3 		$315K Sell
2,960
-174
-6% -$18.1K 0.09% 128
2018
Q2 		$307K Sell
3,134
-449
-13% -$44.1K 0.1% 114
2018
Q1 		$334K Buy
3,583
+55
+2% +$5.33K 0.1% 102
2017
Q4 		$350K Sell
3,528
-216
-6% -$20.6K 0.1% 99
2017
Q3 		$339K Buy
3,744
+131
+4% +$11.3K 0.13% 106
2017
Q2 		$304K Sell
3,613
-195
-5% -$15.4K 0.11% 94
2017
Q1 		$301K Sell
3,808
-121
-3% -$9.46K 0.11% 99
2016
Q4 		$291K Buy
3,929
+38
+1% +$2.63K 0.1% 114
2016
Q3 		$249K Sell
3,891
-43
-1% -$2.76K 0.08% 121
2016
Q2 		$239K Sell
3,934
-255
-6% -$16.2K 0.09% 116
2016
Q1 		$257K Sell
4,189
-204
-5% -$11.9K 0.08% 125
2015
Q4 		$306K Buy
4,393
+160
+4% +$11.6K 0.12% 108
2015
Q3 		$314K Buy
4,233
+1
+0% +$77 0.14% 101
2015
Q2 		$329K Buy
4,232
+167
+4% +$13.2K 0.14% 102
2015
Q1 		$318K Buy
4,065
+78
+2% +$6.48K 0.15% 112
2014
Q4 		$371K Buy
+3,987
New +$357K 0.2% 98

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

LVW Advisors's AXP Position: Q2 2026 in Review

LVW Advisors increased its American Express (AXP) stake by 7.9% in Q2 2026, buying an estimated $99.3K and bringing the position to 4,246 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #102.

LVW Advisors first reported a position in AXP in Q4 2014 and has held it in 47 quarters since. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LVW Advisors held 4,246 shares of American Express worth $1.44M as of Q2 2026.
  • LVW Advisors bought 310 American Express shares in Q2 2026, an estimated $99.3K.
  • American Express made up 0.12% of LVW Advisors's portfolio in Q2 2026, its #102 holding.
  • LVW Advisors first reported a position in American Express in Q4 2014 and has held it in 47 quarters since.
  • 1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.