Hoese & Co’s American Express AXP Stock Holding History

Hoese & Co’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	$27.1K	Hold	80	–	–	0.02%	135
2026 Q1	$24.2K	Hold	80	–	–	0.02%	110
2025 Q4	$29.6K	Hold	80	–	–	0.02%	109
2025 Q3	$26.6K	Sell	80 -200	-71%	-$63.6K	0.02%	100
2025 Q2	$89.3K	Hold	280	–	–	0.07%	68
2025 Q1	$75.3K	Hold	280	–	–	0.07%	55
2024 Q4	$83.1K	Hold	280	–	–	0.07%	47
2024 Q3	$75.9K	Hold	280	–	–	0.06%	55
2024 Q2	$67.2K	Hold	280	–	–	0.06%	53
2024 Q1	$61.4K	Hold	280	–	–	0.06%	55
2023 Q4	$47.8K	Hold	280	–	–	0.05%	66
2023 Q3	$41.8K	Hold	280	–	–	0.04%	72
2023 Q2	$48.8K	Hold	280	–	–	0.05%	76
2023 Q1	$48.7K	Hold	280	–	–	0.06%	73
2022 Q4	$44K	Hold	280	–	–	0.05%	79
2022 Q3	$38K	Hold	280	–	–	0.04%	84
2022 Q2	$39K	Hold	280	–	–	0.04%	84
2022 Q1	$52K	Hold	280	–	–	0.05%	81
2021 Q4	$46K	Buy	280 +80	+40%	+$13.6K	0.05%	93
2021 Q3	$34K	Hold	200	–	–	0.04%	98
2021 Q2	$33K	Buy	+200	New	+$31.3K	0.04%	98

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

Hoese & Co's AXP Position: Q2 2026 in Review

Hoese & Co held its American Express (AXP) position steady in Q2 2026 at 80 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #135.

Hoese & Co first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $89.3K in Q2 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hoese & Co held 80 shares of American Express worth $27.1K as of Q2 2026.
Hoese & Co left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of Hoese & Co's portfolio in Q2 2026, its #135 holding.
Hoese & Co first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
Hoese & Co's American Express position peaked at $89.3K in Q2 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.