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HFM Investment Advisors’s American Express AXP Stock Holding History

HFM Investment 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 		$8.46K Buy
25
+14
+127% +$4.48K ﹤0.01% 130
2026
Q1 		$3.33K Sell
11
-2
-15% -$671 ﹤0.01% 178
2025
Q4 		$4.81K Sell
13
-2
-13% -$716 ﹤0.01% 193
2025
Q3 		$4.98K Hold
15
– – ﹤0.01% 126
2025
Q2 		$4.79K Buy
15
+11
+275% +$3.1K ﹤0.01% 120
2025
Q1 		$1.08K Buy
+4
New +$1.18K ﹤0.01% 163

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

HFM Investment Advisors's AXP Position: Q2 2026 in Review

HFM Investment Advisors increased its American Express (AXP) stake by 127% in Q2 2026, buying an estimated $4.48K and bringing the position to 25 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

HFM Investment Advisors first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • HFM Investment Advisors held 25 shares of American Express worth $8.46K as of Q2 2026.
  • HFM Investment Advisors bought 14 American Express shares in Q2 2026, an estimated $4.48K.
  • American Express made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • HFM Investment Advisors first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.