Hazlett, Burt & Watson’s American Express AXP Stock Holding History

Hazlett, Burt & Watson’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	$704K	Buy	2,326 +1	+0%	+$335	0.22%	108
2025 Q4	$860K	Buy	2,325 +22	+1%	+$7.87K	0.27%	85
2025 Q3	$765K	Buy	2,303 +88	+4%	+$28K	0.27%	85
2025 Q2	$705K	Sell	2,215 -60	-3%	-$16.9K	0.29%	82
2025 Q1	$612K	Buy	2,275 +76	+3%	+$22.5K	0.28%	83
2024 Q4	$651K	Buy	2,199 +46	+2%	+$13.2K	0.29%	78
2024 Q3	$584K	Buy	2,153 +127	+6%	+$31.6K	0.27%	81
2024 Q2	$469K	Sell	2,026 -80	-4%	-$18.5K	0.24%	88
2024 Q1	$480K	Buy	2,106 +1	+0%	+$207	0.29%	69
2023 Q4	$393K	Hold	2,105	–	–	0.26%	77
2023 Q3	$314K	Sell	2,105 -48	-2%	-$7.85K	0.23%	88
2023 Q2	$376K	Sell	2,153 -43	-2%	-$6.94K	0.28%	72
2023 Q1	$362K	Buy	2,196 +234	+12%	+$38.8K	0.3%	73
2022 Q4	$290K	Hold	1,962	–	–	0.25%	88
2022 Q3	$265K	Hold	1,962	–	–	0.26%	82
2022 Q2	$273K	Hold	1,962	–	–	0.25%	86
2022 Q1	$366K	Buy	+1,962	New	+$354K	0.29%	72

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

Hazlett, Burt & Watson's AXP Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its American Express (AXP) stake by 0.04% in Q1 2026, buying an estimated $335 and bringing the position to 2,326 shares worth $704K. The position accounts for 0.22% of the portfolio, ranked #108.

Hazlett, Burt & Watson first reported a position in AXP in Q1 2022 and has held it in 17 quarters since. The position peaked at $860K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Hazlett, Burt & Watson held 2,326 shares of American Express worth $704K as of Q1 2026.
Hazlett, Burt & Watson bought 1 American Express share in Q1 2026, an estimated $335.
American Express made up 0.22% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #108 holding.
Hazlett, Burt & Watson first reported a position in American Express in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's American Express position peaked at $860K in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.