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Moody Lynn & Lieberson’s American Express AXP Stock Holding History

Moody Lynn & Lieberson’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 		$1.41M Buy
4,164
+571
+16% +$183K 0.07% 99
2026
Q1 		$1.09M Sell
3,593
-12,109
-77% -$4.06M 0.06% 111
2025
Q4 		$5.81M Sell
15,702
-169
-1% -$60.5K 0.31% 48
2025
Q3 		$5.27M Sell
15,871
-460
-3% -$146K 0.28% 54
2025
Q2 		$5.21M Buy
16,331
+955
+6% +$269K 0.3% 57
2025
Q1 		$4.14M Buy
15,376
+19
+0.1% +$5.62K 0.27% 57
2024
Q4 		$4.56M Sell
15,357
-592
-4% -$170K 0.28% 54
2024
Q3 		$4.33M Sell
15,949
-320
-2% -$79.7K 0.27% 58
2024
Q2 		$3.77M Buy
16,269
+114
+0.7% +$26.4K 0.25% 60
2024
Q1 		$3.68M Buy
16,155
+14,671
+989% +$3.04M 0.25% 68
2023
Q4 		$278K Hold
1,484
– – 0.02% 200
2023
Q3 		$221K Buy
1,484
+12
+0.8% +$1.96K 0.02% 196
2023
Q2 		$256K Sell
1,472
-68
-4% -$11K 0.02% 197
2023
Q1 		$254K Sell
1,540
-460
-23% -$76.3K 0.02% 198
2022
Q4 		$295K Sell
2,000
-14
-0.7% -$2.07K 0.03% 195
2022
Q3 		$272K Buy
+2,014
New +$305K 0.03% 193
2022
Q2 		– Sell
-18,699
Closed -$3.5M – 221
2022
Q1 		$3.5M Buy
+18,699
New +$3.38M 0.26% 71
2014
Q3 		– Sell
-87,591
Closed -$8.31M – 191
2014
Q2 		$8.31M Sell
87,591
-6,645
-7% -$599K 1.14% 33
2014
Q1 		$8.48M Sell
94,236
-1,079
-1% -$96.4K 1.23% 26
2013
Q4 		$8.65M Buy
95,315
+13,530
+17% +$1.11M 1.18% 30
2013
Q3 		$6.18M Sell
81,785
-27,465
-25% -$2.07M 0.95% 42
2013
Q2 		$8.17M Buy
+109,250
New +$7.77M 1.43% 22

Other funds holding AXP

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Moody Lynn & Lieberson's AXP Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its American Express (AXP) stake by 16% in Q2 2026, buying an estimated $183K and bringing the position to 4,164 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #99.

Moody Lynn & Lieberson first reported a position in AXP in Q2 2013 and has held it in 22 quarters since. The position peaked at $8.65M in Q4 2013. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Moody Lynn & Lieberson held 4,164 shares of American Express worth $1.41M as of Q2 2026.
  • Moody Lynn & Lieberson bought 571 American Express shares in Q2 2026, an estimated $183K.
  • American Express made up 0.07% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #99 holding.
  • Moody Lynn & Lieberson first reported a position in American Express in Q2 2013 and has held it in 22 quarters since.
  • Moody Lynn & Lieberson's American Express position peaked at $8.65M in Q4 2013.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.