Ownership history in Lodestone Wealth Management LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Lodestone Wealth Management LLC reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,196 | -269 | -2.8% | 1.39% | $3.4M | $369.13 |
| 2025 Q3 | ADDED | 9,465 | +37 | +0.4% | 1.41% | $3.1M | $330.59 |
| 2025 Q2 | REDUCED | 9,428 | -2,137 | -18.5% | 1.46% | $3.0M | $316.67 |
| 2025 Q1 | REDUCED | 11,565 | -2,119 | -15.5% | 1.66% | $3.1M | $266.22 |
| 2024 Q4 | REDUCED | 13,684 | -299 | -2.1% | 2.04% | $4.1M | $292.98 |
| 2024 Q3 | REDUCED | 13,983 | -141 | -1.0% | 1.90% | $3.8M | $267.02 |
| 2024 Q2 | REDUCED | 14,124 | -2,419 | -14.6% | 1.72% | $3.3M | $227.30 |
| 2024 Q1 | REDUCED | 16,543 | -144 | -0.9% | 1.98% | $3.8M | $222.82 |
| 2023 Q4 | REDUCED | 16,687 | -140 | -0.8% | 1.81% | $3.1M | $182.74 |
| 2023 Q3 | REDUCED | 16,827 | -510 | -2.9% | 1.76% | $2.5M | $144.93 |
As of 2025 Q4 — sorted by position size