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 Q3	$24.3K	Hold	80	–	–	0.02%	132
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Hoese & Co's AXP Position: Q3 2026 in Review

Hoese & Co held its American Express (AXP) position steady in Q3 2026 at 80 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #132.

Hoese & Co first reported a position in AXP in Q2 2021 and has held it in 22 quarters since. The position peaked at $89.3K in Q2 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Hoese & Co held 80 shares of American Express worth $24.3K as of Q3 2026.
Hoese & Co left its American Express share count unchanged in Q3 2026.
American Express made up 0.02% of Hoese & Co's portfolio in Q3 2026, its #132 holding.
Hoese & Co first reported a position in American Express in Q2 2021 and has held it in 22 quarters since.
Hoese & Co's American Express position peaked at $89.3K in Q2 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.