Hibernia Wealth Partners’s American Express AXP Stock Holding History

Hibernia Wealth Partners’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	$215K	Sell	636 -1,001	-61%	-$320K	0.12%	74
2026 Q1	$495K	Buy	1,637 +71	+5%	+$23.8K	0.15%	57
2025 Q4	$579K	Buy	+1,566	New	+$560K	0.17%	48
2025 Q3	–	Sell	-1,337	Closed	-$427K	–	58
2025 Q2	$427K	Buy	+1,337	New	+$376K	0.14%	48
2024 Q4	–	Sell	-1,016	Closed	-$275K	–	61
2024 Q3	$275K	Sell	1,016 -32	-3%	-$7.97K	0.08%	99
2024 Q2	$242K	Buy	+1,048	New	+$243K	0.08%	75
2023 Q4	–	Sell	-31	Closed	-$4.63K	–	89
2023 Q3	$4.63K	Buy	+31	New	+$5.07K	﹤0.01%	213

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Hibernia Wealth Partners's AXP Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its American Express (AXP) stake by 61% in Q2 2026, selling an estimated $320K and leaving 636 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #74.

Hibernia Wealth Partners first reported a position in AXP in Q3 2023 and has held it in 7 quarters since. The position peaked at $579K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hibernia Wealth Partners held 636 shares of American Express worth $215K as of Q2 2026.
Hibernia Wealth Partners sold 1,001 American Express shares in Q2 2026, an estimated $320K.
American Express made up 0.12% of Hibernia Wealth Partners's portfolio in Q2 2026, its #74 holding.
Hibernia Wealth Partners first reported a position in American Express in Q3 2023 and has held it in 7 quarters since.
Hibernia Wealth Partners's American Express position peaked at $579K in Q4 2025.
1,032 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.