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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
Q2 		$759K Sell
2,246
-80
-3% -$25.6K 0.2% 122
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hazlett, Burt & Watson's AXP Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its American Express (AXP) stake by 3.4% in Q2 2026, selling an estimated $25.6K and leaving 2,246 shares worth $759K. The position accounts for 0.2% of the portfolio, ranked #122.

Hazlett, Burt & Watson first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $860K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Hazlett, Burt & Watson held 2,246 shares of American Express worth $759K as of Q2 2026.
  • Hazlett, Burt & Watson sold 80 American Express shares in Q2 2026, an estimated $25.6K.
  • American Express made up 0.2% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #122 holding.
  • Hazlett, Burt & Watson first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's American Express position peaked at $860K in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.