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Hager Investment Management Services’s American Express AXP Stock Holding History

Hager Investment Management Services’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 		$2.01M Buy
5,953
+230
+4% +$73.6K 0.93% 38
2026
Q1 		$1.73M Buy
5,723
+180
+3% +$60.4K 0.95% 38
2025
Q4 		$2.05M Buy
5,543
+1,422
+35% +$509K 1.12% 33
2025
Q3 		$1.37M Sell
4,121
-21
-0.5% -$6.68K 0.74% 40
2025
Q2 		$1.32M Buy
4,142
+244
+6% +$68.7K 0.79% 37
2025
Q1 		$1.05M Buy
3,898
+1,093
+39% +$323K 0.73% 39
2024
Q4 		$832K Buy
+2,805
New +$806K 0.52% 45

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hager Investment Management Services's AXP Position: Q2 2026 in Review

Hager Investment Management Services increased its American Express (AXP) stake by 4% in Q2 2026, buying an estimated $73.6K and bringing the position to 5,953 shares worth $2.01M. The position accounts for 0.93% of the portfolio, ranked #38.

Hager Investment Management Services first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Hager Investment Management Services held 5,953 shares of American Express worth $2.01M as of Q2 2026.
  • Hager Investment Management Services bought 230 American Express shares in Q2 2026, an estimated $73.6K.
  • American Express made up 0.93% of Hager Investment Management Services's portfolio in Q2 2026, its #38 holding.
  • Hager Investment Management Services first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's American Express position peaked at $2.05M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.