Harvest Fund Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $615K | Sell |
2,034
-1,848
| -48% | -$620K | 0.03% | 195 |
|
|
2025
Q4 | $1.44M | Buy |
3,882
+2,631
| +210% | +$942K | 0.05% | 170 |
|
|
2025
Q3 | $415K | Sell |
1,251
-104
| -8% | -$33.1K | 0.02% | 276 |
|
|
2025
Q2 | $432K | Sell |
1,355
-589
| -30% | -$166K | 0.02% | 259 |
|
|
2025
Q1 | $523K | Sell |
1,944
-9,672
| -83% | -$2.86M | 0.03% | 270 |
|
|
2024
Q4 | $3.45M | Buy |
11,616
+6,792
| +141% | +$1.95M | 0.16% | 96 |
|
|
2024
Q3 | $1.31M | Buy |
4,824
+179
| +4% | +$44.6K | 0.08% | 159 |
|
|
2024
Q2 | $1.08M | Buy |
4,645
+929
| +25% | +$215K | 0.08% | 156 |
|
|
2024
Q1 | $846K | Buy |
3,716
+3,680
| +10,222% | +$763K | 0.08% | 167 |
|
|
2023
Q4 | $7K | Hold |
36
| – | – | ﹤0.01% | 559 |
|
|
2023
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $6K | Sell |
36
-825
| -96% | -$133K | ﹤0.01% | 589 |
|
|
2023
Q1 | $142K | Sell |
861
-2,978
| -78% | -$494K | 0.03% | 264 |
|
|
2022
Q4 | $567K | Sell |
3,839
-2,732
| -42% | -$405K | 0.15% | 89 |
|
|
2022
Q3 | $887K | Buy |
6,571
+325
| +5% | +$49.2K | 0.26% | 51 |
|
|
2022
Q2 | $866K | Hold |
6,246
| – | – | 0.24% | 53 |
|
|
2022
Q1 | $1.17M | Buy |
6,246
+5,773
| +1,221% | +$1.04M | 0.24% | 44 |
|
|
2021
Q4 | $77K | Hold |
473
| – | – | 0.01% | 372 |
|
|
2021
Q3 | $79K | Sell |
473
-235
| -33% | -$39.3K | 0.02% | 321 |
|
|
2021
Q2 | $118K | Buy |
708
+199
| +39% | +$31.2K | 0.01% | 234 |
|
|
2021
Q1 | $72K | Buy |
509
+92
| +22% | +$12.2K | 0.01% | 318 |
|
|
2020
Q4 | $50K | Buy |
+417
| New | +$46.2K | ﹤0.01% | 357 |
|
|
2020
Q3 | – | Sell |
-2,753
| Closed | -$258K | – | 529 |
|
|
2020
Q2 | $258K | Buy |
2,753
+1,272
| +86% | +$117K | 0.02% | 117 |
|
|
2020
Q1 | $126K | Sell |
1,481
-1,178
| -44% | -$137K | 0.01% | 168 |
|
|
2019
Q4 | $300K | Hold |
2,659
| – | – | 0.03% | 85 |
|
|
2019
Q3 | $315K | Sell |
2,659
-1,246
| -32% | -$153K | 0.04% | 78 |
|
|
2019
Q2 | $482K | Hold |
3,905
| – | – | 0.06% | 57 |
|
|
2019
Q1 | $427K | Hold |
3,905
| – | – | 0.07% | 62 |
|
|
2018
Q4 | $372K | Buy |
3,905
+1,604
| +70% | +$168K | 0.08% | 62 |
|
|
2018
Q3 | $245K | Buy |
2,301
+413
| +22% | +$43K | 0.04% | 126 |
|
|
2018
Q2 | $185K | Hold |
1,888
| – | – | 0.03% | 82 |
|
|
2018
Q1 | $176K | Hold |
1,888
| – | – | 0.03% | 81 |
|
|
2017
Q4 | $187K | Buy |
1,888
+1,358
| +256% | +$129K | 0.03% | 69 |
|
|
2017
Q3 | $48K | Hold |
530
| – | – | 0.01% | 153 |
|
|
2017
Q2 | $45K | Hold |
530
| – | – | 0.01% | 167 |
|
|
2017
Q1 | $42K | Hold |
530
| – | – | 0.01% | 167 |
|
|
2016
Q4 | $39K | Buy |
+530
| New | +$36.7K | 0.01% | 175 |
|
Other funds holding AXP
VCM
VPM
Harvest Fund Management's AXP Position: Q1 2026 in Review
Harvest Fund Management reduced its American Express (AXP) stake by 48% in Q1 2026, selling an estimated $620K and leaving 2,034 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #195.
Harvest Fund Management first reported a position in AXP in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.45M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Harvest Fund Management held 2,034 shares of American Express worth $615K as of Q1 2026.
- Harvest Fund Management sold 1,848 American Express shares in Q1 2026, an estimated $620K.
- American Express made up 0.03% of Harvest Fund Management's portfolio in Q1 2026, its #195 holding.
- Harvest Fund Management first reported a position in American Express in Q4 2016 and has held it in 37 quarters since.
- Harvest Fund Management's American Express position peaked at $3.45M in Q4 2024.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.