HCR Wealth Advisors’s American Express AXP Stock Holding History

HCR Wealth 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 Q2	$764K	Buy	2,258 +625	+38%	+$200K	0.07%	133
2026 Q1	$494K	Hold	1,633	–	–	0.05%	153
2025 Q4	$604K	Buy	1,633 +66	+4%	+$23.6K	0.06%	137
2025 Q3	$518K	Sell	1,567 -3	-0.2%	-$954	0.05%	141
2025 Q2	$501K	Sell	1,570 -504	-24%	-$142K	0.06%	137
2025 Q1	$558K	Sell	2,074 -4	-0.2%	-$1.18K	0.07%	130
2024 Q4	$617K	Buy	2,078 +3	+0.1%	+$862	0.08%	121
2024 Q3	$563K	Hold	2,075	–	–	0.07%	131
2024 Q2	$480K	Sell	2,075 -64	-3%	-$14.8K	0.07%	131
2024 Q1	$487K	Sell	2,139 -26	-1%	-$5.39K	0.07%	131
2023 Q4	$406K	Buy	2,165 +390	+22%	+$62.8K	0.06%	133
2023 Q3	$265K	Hold	1,775	–	–	0.06%	135
2023 Q2	$309K	Hold	1,775	–	–	0.06%	137
2023 Q1	$293K	Hold	1,775	–	–	0.06%	144
2022 Q4	$262K	Hold	1,775	–	–	0.06%	143
2022 Q3	$239K	Hold	1,775	–	–	0.05%	150
2022 Q2	$247K	Hold	1,775	–	–	0.05%	152
2022 Q1	$332K	Hold	1,775	–	–	0.05%	149
2021 Q4	$290K	Buy	1,775 +10	+0.6%	+$1.71K	0.04%	166
2021 Q3	$296K	Hold	1,765	–	–	0.05%	166
2021 Q2	$292K	Hold	1,765	–	–	0.05%	160
2021 Q1	$250K	Sell	1,765 -600	-25%	-$79.3K	0.05%	160
2020 Q4	$286K	Hold	2,365	–	–	0.06%	153
2020 Q3	$237K	Hold	2,365	–	–	0.05%	147
2020 Q2	$222K	Sell	2,365 -372	-14%	-$34.3K	0.05%	141
2020 Q1	$234K	Hold	2,737	–	–	0.07%	134
2019 Q4	$341K	Buy	2,737 +600	+28%	+$71.7K	0.08%	120
2019 Q3	$253K	Sell	2,137 -600	-22%	-$73.6K	0.08%	132
2019 Q2	$338K	Hold	2,737	–	–	0.1%	120
2019 Q1	$299K	Buy	2,737 +561	+26%	+$59K	0.09%	137
2018 Q4	$207K	Hold	2,176	–	–	0.07%	146
2018 Q3	$227K	Hold	2,176	–	–	0.07%	139
2018 Q2	$213K	Hold	2,176	–	–	0.07%	155
2018 Q1	$203K	Buy	+2,176	New	+$211K	0.07%	155
2017 Q4	–	Sell	-2,221	Closed	-$201K	–	171
2017 Q3	$201K	Buy	+2,221	New	+$191K	0.08%	154

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

HCR Wealth Advisors's AXP Position: Q2 2026 in Review

HCR Wealth Advisors increased its American Express (AXP) stake by 38% in Q2 2026, buying an estimated $200K and bringing the position to 2,258 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #133.

HCR Wealth Advisors first reported a position in AXP in Q3 2017 and has held it in 35 quarters since. 859 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

HCR Wealth Advisors held 2,258 shares of American Express worth $764K as of Q2 2026.
HCR Wealth Advisors bought 625 American Express shares in Q2 2026, an estimated $200K.
American Express made up 0.07% of HCR Wealth Advisors's portfolio in Q2 2026, its #133 holding.
HCR Wealth Advisors first reported a position in American Express in Q3 2017 and has held it in 35 quarters since.
859 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.