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Halbert Hargrove Global Advisors’s American Express AXP Stock Holding History

Halbert Hargrove Global 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 		$9.61K Hold
28
– – ﹤0.01% 312
2026
Q1 		$8.47K Hold
28
– – ﹤0.01% 294
2025
Q4 		$10.4K Sell
28
-59
-68% -$21.1K ﹤0.01% 291
2025
Q3 		$28.9K Buy
87
+59
+211% +$18.8K ﹤0.01% 217
2025
Q2 		$8.93K Sell
28
-2
-7% -$563 ﹤0.01% 237
2025
Q1 		$8.07K Buy
30
+2
+7% +$591 ﹤0.01% 271
2024
Q4 		$8.31K Buy
+28
New +$8.04K ﹤0.01% 238
2023
Q2 		– Sell
-1,653
Closed -$273K – 104
2023
Q1 		$273K Sell
1,653
-1
-0.1% -$166 0.02% 120
2022
Q4 		$244K Buy
+1,654
New +$245K 0.02% 134
2022
Q2 		– Sell
-1,306
Closed -$244K – 148
2022
Q1 		$244K Buy
1,306
+52
+4% +$9.39K 0.02% 138
2021
Q4 		$205K Sell
1,254
-67
-5% -$11.4K 0.01% 161
2021
Q3 		$221K Buy
1,321
+35
+3% +$5.85K 0.02% 134
2021
Q2 		$213K Sell
1,286
-141
-10% -$22.1K 0.01% 142
2021
Q1 		$202K Buy
+1,427
New +$189K 0.01% 127
2015
Q4 		– Sell
-2,864
Closed -$212K – 99
2015
Q3 		$212K Sell
2,864
-3,082
-52% -$237K 0.1% 91
2015
Q2 		$462K Sell
5,946
-496
-8% -$39.4K 0.11% 93
2015
Q1 		$503K Buy
6,442
+2,721
+73% +$226K 0.16% 90
2014
Q4 		$346K Sell
3,721
-64
-2% -$5.74K 0.17% 69
2014
Q3 		$331K Buy
+3,785
New +$341K 0.09% 86
2014
Q2 		– Sell
-5,575
Closed -$502K – 124
2014
Q1 		$502K Sell
5,575
-103
-2% -$9.2K 0.15% 40
2013
Q4 		$515K Buy
+5,678
New +$466K 0.16% 40

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
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
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
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

Halbert Hargrove Global Advisors's AXP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its American Express (AXP) position steady in Q2 2026 at 28 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Halbert Hargrove Global Advisors first reported a position in AXP in Q4 2013 and has held it in 21 quarters since. The position peaked at $515K in Q4 2013. 1,347 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Halbert Hargrove Global Advisors held 28 shares of American Express worth $9.61K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #312 holding.
  • Halbert Hargrove Global Advisors first reported a position in American Express in Q4 2013 and has held it in 21 quarters since.
  • Halbert Hargrove Global Advisors's American Express position peaked at $515K in Q4 2013.
  • 1,347 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.