Hengehold Capital Management’s American Express AXP Stock Holding History

Hengehold Capital 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	$290K	Buy	857 +14	+2%	+$4.48K	0.02%	187
2026 Q1	$255K	Hold	843	–	–	0.02%	187
2025 Q4	$312K	Hold	843	–	–	0.03%	178
2025 Q3	$280K	Buy	843 +21	+3%	+$6.68K	0.02%	189
2025 Q2	$262K	Buy	822 +50	+6%	+$14.1K	0.02%	183
2025 Q1	$208K	Sell	772 -22	-3%	-$6.5K	0.02%	195
2024 Q4	$236K	Hold	794	–	–	0.02%	186
2024 Q3	$215K	Buy	+794	New	+$198K	0.02%	194

Other funds holding AXP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hengehold Capital Management's AXP Position: Q2 2026 in Review

Hengehold Capital Management increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $4.48K and bringing the position to 857 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #187.

Hengehold Capital Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $312K in Q4 2025. 1,564 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hengehold Capital Management held 857 shares of American Express worth $290K as of Q2 2026.
Hengehold Capital Management bought 14 American Express shares in Q2 2026, an estimated $4.48K.
American Express made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #187 holding.
Hengehold Capital Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Hengehold Capital Management's American Express position peaked at $312K in Q4 2025.
1,564 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.