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HC Advisors’s American Express AXP Stock Holding History

HC Advisors’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 		$286K Sell
945
-3
-0.3% -$1.01K 0.19% 48
2025
Q4 		$351K Buy
948
+9
+1% +$3.22K 0.24% 39
2025
Q3 		$312K Buy
939
+2
+0.2% +$636 0.22% 44
2025
Q2 		$299K Hold
937
– – 0.21% 45
2025
Q1 		$252K Buy
937
+2
+0.2% +$591 0.19% 46
2024
Q4 		$278K Buy
+935
New +$269K 0.22% 45
2024
Q2 		– Sell
-2,114
Closed -$481K – 53
2024
Q1 		$481K Buy
2,114
+1
+0% +$207 0.23% 58
2023
Q4 		$396K Buy
2,113
+1
+0% +$161 0.22% 61
2023
Q3 		$315K Buy
2,112
+1
+0% +$164 0.19% 62
2023
Q2 		$368K Buy
2,111
+1
+0% +$161 0.21% 60
2023
Q1 		$348K Buy
2,110
+1
+0% +$166 0.22% 59
2022
Q4 		$312K Hold
2,109
– – 0.21% 64
2022
Q3 		$285K Buy
2,109
+1
+0% +$151 0.2% 64
2022
Q2 		$292K Buy
2,108
+1
+0% +$165 0.21% 61
2022
Q1 		$394K Buy
2,107
+1
+0% +$181 0.25% 52
2021
Q4 		$345K Hold
2,106
– – 0.21% 55
2021
Q3 		$353K Buy
2,106
+1
+0% +$167 0.23% 54
2021
Q2 		$348K Sell
2,105
-20
-0.9% -$3.13K 0.21% 55
2021
Q1 		$301K Buy
2,125
+1
+0% +$132 0.19% 59
2020
Q4 		$257K Buy
2,124
+1
+0% +$111 0.18% 72
2020
Q3 		$213K Buy
2,123
+1
+0% +$98 0.17% 66
2020
Q2 		$202K Buy
+2,122
New +$195K 0.17% 77

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HC Advisors's AXP Position: Q1 2026 in Review

HC Advisors reduced its American Express (AXP) stake by 0.32% in Q1 2026, selling an estimated $1.01K and leaving 945 shares worth $286K. The position accounts for 0.19% of the portfolio, ranked #48.

HC Advisors first reported a position in AXP in Q2 2020 and has held it in 22 quarters since. The position peaked at $481K in Q1 2024. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • HC Advisors held 945 shares of American Express worth $286K as of Q1 2026.
  • HC Advisors sold 3 American Express shares in Q1 2026, an estimated $1.01K.
  • American Express made up 0.19% of HC Advisors's portfolio in Q1 2026, its #48 holding.
  • HC Advisors first reported a position in American Express in Q2 2020 and has held it in 22 quarters since.
  • HC Advisors's American Express position peaked at $481K in Q1 2024.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.