HWM
AXP icon

HB Wealth Management’s American Express AXP Stock Holding History

HB Wealth 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
Q2 		$23.3M Buy
68,800
+1,893
+3% +$606K 0.13% 94
2026
Q1 		$20.2M Buy
66,907
+339
+0.5% +$114K 0.13% 89
2025
Q4 		$24.6M Buy
66,568
+1,360
+2% +$487K 0.16% 76
2025
Q3 		$21.7M Buy
65,208
+5,222
+9% +$1.66M 0.15% 80
2025
Q2 		$19.1M Sell
59,986
-3,498
-6% -$985K 0.15% 78
2025
Q1 		$17.1M Buy
63,484
+5,710
+10% +$1.69M 0.14% 84
2024
Q4 		$17.1M Buy
57,774
+211
+0.4% +$60.6K 0.18% 63
2024
Q3 		$15.6M Buy
57,563
+1,415
+3% +$352K 0.17% 68
2024
Q2 		$13M Buy
56,148
+657
+1% +$152K 0.15% 71
2024
Q1 		$12.6M Buy
55,491
+1,919
+4% +$398K 0.16% 71
2023
Q4 		$10M Sell
53,572
-1,412
-3% -$227K 0.14% 79
2023
Q3 		$8.2M Buy
54,984
+2,197
+4% +$359K 0.13% 82
2023
Q2 		$9.2M Buy
52,787
+2,140
+4% +$345K 0.15% 73
2023
Q1 		$8.35M Buy
50,647
+2,545
+5% +$422K 0.14% 74
2022
Q4 		$7.11M Sell
48,102
-506
-1% -$75K 0.13% 86
2022
Q3 		$6.56M Buy
48,608
+10,060
+26% +$1.52M 0.14% 74
2022
Q2 		$5.34M Buy
38,548
+9,566
+33% +$1.58M 0.11% 91
2022
Q1 		$5.42M Buy
28,982
+3,229
+13% +$583K 0.1% 100
2021
Q4 		$4.21M Buy
+25,753
New +$4.39M 0.08% 95

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

HB Wealth Management's AXP Position: Q2 2026 in Review

HB Wealth Management increased its American Express (AXP) stake by 2.8% in Q2 2026, buying an estimated $606K and bringing the position to 68,800 shares worth $23.3M. The position accounts for 0.13% of the portfolio, ranked #94.

HB Wealth Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.6M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • HB Wealth Management held 68,800 shares of American Express worth $23.3M as of Q2 2026.
  • HB Wealth Management bought 1,893 American Express shares in Q2 2026, an estimated $606K.
  • American Express made up 0.13% of HB Wealth Management's portfolio in Q2 2026, its #94 holding.
  • HB Wealth Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's American Express position peaked at $24.6M in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.