Hofer & Associates’s American Express AXP Stock Holding History

Hofer & Associates’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	$239K	Hold	707	–	–	0.12%	62
2026 Q1	$214K	Buy	707 +13	+2%	+$4.36K	0.11%	61
2025 Q4	$257K	Hold	694	–	–	0.14%	56
2025 Q3	$230K	Sell	694 -283	-29%	-$90K	0.13%	57
2025 Q2	$312K	Buy	+977	New	+$275K	0.19%	44
2025 Q1	–	Sell	-733	Closed	-$217K	–	58
2024 Q4	$217K	Buy	+733	New	+$211K	0.15%	58

Other funds holding AXP

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Hofer & Associates's AXP Position: Q2 2026 in Review

Hofer & Associates held its American Express (AXP) position steady in Q2 2026 at 707 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #62.

Hofer & Associates first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q2 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hofer & Associates held 707 shares of American Express worth $239K as of Q2 2026.
Hofer & Associates left its American Express share count unchanged in Q2 2026.
American Express made up 0.12% of Hofer & Associates's portfolio in Q2 2026, its #62 holding.
Hofer & Associates first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Hofer & Associates's American Express position peaked at $312K in Q2 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.