HBW Advisory Services’s American Express AXP Stock Holding History

HBW Advisory Services’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	$547K	Buy	1,617 +316	+24%	+$101K	0.05%	295
2026 Q1	$393K	Sell	1,301 -78	-6%	-$26.2K	0.04%	314
2025 Q4	$510K	Buy	+1,379	New	+$493K	0.06%	279
2021 Q4	–	Sell	-1,607	Closed	-$269K	–	262
2021 Q3	$269K	Buy	1,607 +109	+7%	+$18.2K	0.07%	208
2021 Q2	$248K	Buy	+1,498	New	+$235K	0.07%	211
2020 Q3	–	Sell	-4,542	Closed	-$432K	–	197
2020 Q2	$432K	Sell	4,542 -766	-14%	-$70.5K	0.2%	118
2020 Q1	$454K	Buy	5,308 +537	+11%	+$62.5K	0.33%	73
2019 Q4	$594K	Buy	+4,771	New	+$570K	0.35%	68

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

HBW Advisory Services's AXP Position: Q2 2026 in Review

HBW Advisory Services increased its American Express (AXP) stake by 24% in Q2 2026, buying an estimated $101K and bringing the position to 1,617 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #295.

HBW Advisory Services first reported a position in AXP in Q4 2019 and has held it in 8 quarters since. The position peaked at $594K in Q4 2019. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

HBW Advisory Services held 1,617 shares of American Express worth $547K as of Q2 2026.
HBW Advisory Services bought 316 American Express shares in Q2 2026, an estimated $101K.
American Express made up 0.05% of HBW Advisory Services's portfolio in Q2 2026, its #295 holding.
HBW Advisory Services first reported a position in American Express in Q4 2019 and has held it in 8 quarters since.
HBW Advisory Services's American Express position peaked at $594K in Q4 2019.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.