Hartford Funds Management’s American Express AXP Stock Holding History

Hartford Funds 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	$2.49M	Sell	8,243 -924	-10%	-$310K	0.22%	22
2025 Q4	$3.39M	Buy	9,167 +1,238	+16%	+$443K	0.28%	18
2025 Q3	$2.63M	Sell	7,929 -1,616	-17%	-$514K	0.23%	17
2025 Q2	$3.05M	Sell	9,545 -614	-6%	-$173K	0.26%	15
2025 Q1	$2.73M	Buy	10,159 +181	+2%	+$53.5K	0.25%	15
2024 Q4	$2.96M	Buy	9,978 +563	+6%	+$162K	0.27%	14
2024 Q3	$2.55M	Buy	9,415 +231	+3%	+$57.5K	0.24%	11
2024 Q2	$2.13M	Buy	9,184 +766	+9%	+$177K	0.2%	12
2024 Q1	$1.92M	Buy	8,418 +978	+13%	+$203K	0.18%	12
2023 Q4	$1.39M	Buy	7,440 +1,639	+28%	+$264K	0.14%	13
2023 Q3	$865K	Sell	5,801 -364	-6%	-$59.5K	0.09%	14
2023 Q2	$1.07M	Buy	6,165 +719	+13%	+$116K	0.11%	11
2023 Q1	$899K	Buy	5,446 +697	+15%	+$116K	0.09%	12
2022 Q4	$702K	Buy	4,749 +2,908	+158%	+$431K	0.07%	15
2022 Q3	$248K	Buy	+1,841	New	+$279K	0.03%	25

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Hartford Funds Management reduced its American Express (AXP) stake by 10% in Q1 2026, selling an estimated $310K and leaving 8,243 shares worth $2.49M. The position accounts for 0.22% of the portfolio, ranked #22.

Hartford Funds Management first reported a position in AXP in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.39M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Hartford Funds Management held 8,243 shares of American Express worth $2.49M as of Q1 2026.
Hartford Funds Management sold 924 American Express shares in Q1 2026, an estimated $310K.
American Express made up 0.22% of Hartford Funds Management's portfolio in Q1 2026, its #22 holding.
Hartford Funds Management first reported a position in American Express in Q3 2022 and has held it in 15 quarters since.
Hartford Funds Management's American Express position peaked at $3.39M in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.