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Hartford Financial Management’s American Express AXP Stock Holding History

Hartford Financial Management’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
Q1 		$814K Hold
2,690
– – 0.21% 79
2025
Q4 		$995K Sell
2,690
-6
-0.2% -$2.15K 0.26% 73
2025
Q3 		$896K Sell
2,696
-560
-17% -$178K 0.24% 76
2025
Q2 		$1.04M Sell
3,256
-2
-0.1% -$563 0.28% 72
2025
Q1 		$877K Hold
3,258
– – 0.18% 110
2024
Q4 		$967K Hold
3,258
– – 0.2% 111
2024
Q3 		$884K Hold
3,258
– – 0.18% 113
2024
Q2 		$754K Sell
3,258
-30
-0.9% -$6.95K 0.16% 117
2024
Q1 		$749K Hold
3,288
– – 0.16% 120
2023
Q4 		$616K Hold
3,288
– – 0.14% 124
2023
Q3 		$491K Sell
3,288
-5
-0.2% -$818 0.13% 133
2023
Q2 		$574K Sell
3,293
-9
-0.3% -$1.45K 0.14% 126
2023
Q1 		$545K Sell
3,302
-4
-0.1% -$664 0.14% 127
2022
Q4 		$488K Sell
3,306
-56
-2% -$8.3K 0.13% 131
2022
Q3 		$454K Hold
3,362
– – 0.13% 127
2022
Q2 		$466K Hold
3,362
– – 0.13% 125
2022
Q1 		$629K Sell
3,362
-34
-1% -$6.14K 0.15% 122
2021
Q4 		$556K Buy
3,396
+34
+1% +$5.8K 0.13% 122
2021
Q3 		$563K Hold
3,362
– – 0.14% 117
2021
Q2 		$556K Sell
3,362
-17
-0.5% -$2.66K 0.14% 120
2021
Q1 		$478K Sell
3,379
-67
-2% -$8.85K 0.12% 121
2020
Q4 		$417K Sell
3,446
-100
-3% -$11.1K 0.11% 124
2020
Q3 		$355K Sell
3,546
-15
-0.4% -$1.48K 0.11% 128
2020
Q2 		$339K Sell
3,561
-116
-3% -$10.7K 0.11% 127
2020
Q1 		$315K Sell
3,677
-50
-1% -$5.82K 0.13% 120
2019
Q4 		$464K Hold
3,727
– – 0.15% 118
2019
Q3 		$441K Sell
3,727
-100
-3% -$12.3K 0.15% 120
2019
Q2 		$472K Hold
3,827
– – 0.16% 120
2019
Q1 		$418K Sell
3,827
-553
-13% -$58.1K 0.14% 120
2018
Q4 		$418K Sell
4,380
-2,315
-35% -$242K 0.16% 121
2018
Q3 		$713K Sell
6,695
-47
-0.7% -$4.89K 0.24% 100
2018
Q2 		$661K Sell
6,742
-135
-2% -$13.3K 0.24% 102
2018
Q1 		$641K Hold
6,877
– – 0.32% 75
2017
Q4 		$682K Buy
6,877
+100
+1% +$9.52K 0.33% 78
2017
Q3 		$613K Hold
6,777
– – 0.31% 81
2017
Q2 		$570K Hold
6,777
– – 0.26% 87
2017
Q1 		$536K Hold
6,777
– – 0.32% 78
2016
Q4 		$502K Sell
6,777
-133
-2% -$9.21K 0.3% 79
2016
Q3 		$442K Hold
6,910
– – 0.27% 82
2016
Q2 		$419K Hold
6,910
– – 0.25% 81
2016
Q1 		$424K Buy
6,910
+1,100
+19% +$64K 0.26% 82
2015
Q4 		$404K Hold
5,810
– – 0.25% 80
2015
Q3 		$430K Hold
5,810
– – 0.29% 79
2015
Q2 		$451K Sell
5,810
-200
-3% -$15.9K 0.26% 82
2015
Q1 		$469K Hold
6,010
– – 0.29% 78
2014
Q4 		$559K Hold
6,010
– – 0.34% 75
2014
Q3 		$526K Hold
6,010
– – 0.32% 83
2014
Q2 		$570K Hold
6,010
– – 0.35% 80
2014
Q1 		$541K Hold
6,010
– – 0.35% 74
2013
Q4 		$545K Hold
6,010
– – 0.35% 75
2013
Q3 		$453K Hold
6,010
– – 0.31% 81
2013
Q2 		$449K Buy
+6,010
New +$428K 0.31% 79

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hartford Financial Management's AXP Position: Q1 2026 in Review

Hartford Financial Management held its American Express (AXP) position steady in Q1 2026 at 2,690 shares worth $814K. The position accounts for 0.21% of the portfolio, ranked #79.

Hartford Financial Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Hartford Financial Management held 2,690 shares of American Express worth $814K as of Q1 2026.
  • Hartford Financial Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.21% of Hartford Financial Management's portfolio in Q1 2026, its #79 holding.
  • Hartford Financial Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Hartford Financial Management's American Express position peaked at $1.04M in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.