Lyell Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Hold |
4,477
| – | – | 0.1% | 102 |
|
|
2025
Q4 | $1.66M | Buy |
4,477
+272
| +6% | +$97.3K | 0.12% | 92 |
|
|
2025
Q3 | $1.4M | Hold |
4,205
| – | – | 0.1% | 100 |
|
|
2025
Q2 | $1.34M | Hold |
4,205
| – | – | 0.11% | 102 |
|
|
2025
Q1 | $1.13M | Sell |
4,205
-100
| -2% | -$29.6K | 0.11% | 112 |
|
|
2024
Q4 | $1.28M | Buy |
4,305
+100
| +2% | +$28.7K | 0.11% | 108 |
|
|
2024
Q3 | $1.14M | Hold |
4,205
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $974K | Hold |
4,205
| – | – | 0.09% | 113 |
|
|
2024
Q1 | $957K | Hold |
4,205
| – | – | 0.1% | 114 |
|
|
2023
Q4 | $788K | Hold |
4,205
| – | – | 0.09% | 116 |
|
|
2023
Q3 | $627K | Hold |
4,205
| – | – | 0.08% | 117 |
|
|
2023
Q2 | $733K | Sell |
4,205
-1,500
| -26% | -$242K | 0.09% | 116 |
|
|
2023
Q1 | $941K | Sell |
5,705
-41
| -0.7% | -$6.8K | 0.13% | 111 |
|
|
2022
Q4 | $849K | Sell |
5,746
-7
| -0.1% | -$1.04K | 0.13% | 112 |
|
|
2022
Q3 | $776K | Sell |
5,753
-58
| -1% | -$8.78K | 0.13% | 110 |
|
|
2022
Q2 | $809K | Buy |
5,811
+69
| +1% | +$11.4K | 0.13% | 108 |
|
|
2022
Q1 | $1.07M | Buy |
5,742
+1,515
| +36% | +$274K | 0.14% | 102 |
|
|
2021
Q4 | $692K | Sell |
4,227
-78
| -2% | -$13.3K | 0.08% | 121 |
|
|
2021
Q3 | $721K | Hold |
4,305
| – | – | 0.09% | 116 |
|
|
2021
Q2 | $711K | Buy |
4,305
+86
| +2% | +$13.5K | 0.09% | 119 |
|
|
2021
Q1 | $599K | Sell |
4,219
-16
| -0.4% | -$2.11K | 0.09% | 122 |
|
|
2020
Q4 | $512K | Buy |
4,235
+30
| +0.7% | +$3.32K | 0.08% | 112 |
|
|
2020
Q3 | $422K | Hold |
4,205
| – | – | 0.08% | 101 |
|
|
2020
Q2 | $400K | Hold |
4,205
| – | – | 0.09% | 93 |
|
|
2020
Q1 | $360K | Sell |
4,205
-3
| -0.1% | -$349 | 0.11% | 89 |
|
|
2019
Q4 | $524K | Buy |
4,208
+3
| +0.1% | +$359 | 0.14% | 83 |
|
|
2019
Q3 | $497K | Hold |
4,205
| – | – | 0.15% | 85 |
|
|
2019
Q2 | $519K | Hold |
4,205
| – | – | 0.16% | 87 |
|
|
2019
Q1 | $460K | Sell |
4,205
-132
| -3% | -$13.9K | 0.15% | 88 |
|
|
2018
Q4 | $413K | Hold |
4,337
| – | – | 0.17% | 85 |
|
|
2018
Q3 | $462K | Hold |
4,337
| – | – | 0.16% | 87 |
|
|
2018
Q2 | $425K | Hold |
4,337
| – | – | 0.16% | 84 |
|
|
2018
Q1 | $405K | Buy |
4,337
+455
| +12% | +$44.1K | 0.15% | 86 |
|
|
2017
Q4 | $386K | Sell |
3,882
-215
| -5% | -$20.5K | 0.15% | 89 |
|
|
2017
Q3 | $371K | Hold |
4,097
| – | – | 0.16% | 86 |
|
|
2017
Q2 | $345K | Sell |
4,097
-3,250
| -44% | -$257K | 0.17% | 85 |
|
|
2017
Q1 | $581K | Sell |
7,347
-2,415
| -25% | -$189K | 0.31% | 70 |
|
|
2016
Q4 | $723K | Buy |
+9,762
| New | +$676K | 0.45% | 62 |
|
Other funds holding AXP
VCM
VPM
Lyell Wealth Management's AXP Position: Q1 2026 in Review
Lyell Wealth Management held its American Express (AXP) position steady in Q1 2026 at 4,477 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #102.
Lyell Wealth Management first reported a position in AXP in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.66M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Lyell Wealth Management held 4,477 shares of American Express worth $1.35M as of Q1 2026.
- Lyell Wealth Management left its American Express share count unchanged in Q1 2026.
- American Express made up 0.1% of Lyell Wealth Management's portfolio in Q1 2026, its #102 holding.
- Lyell Wealth Management first reported a position in American Express in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's American Express position peaked at $1.66M in Q4 2025.
- 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.