Hofer & Associates
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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
Q3 		– Sell
-707
Closed -$239K – 84
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Hofer & Associates's AXP Position: Q3 2026 in Review

Hofer & Associates sold out of American Express (AXP) in Q3 2026, closing a stake of 707 shares — an estimated $239K sold.

Hofer & Associates first reported a position in AXP in Q4 2024 and held it in 6 quarters. The position peaked at $312K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Hofer & Associates reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 707 American Express shares in Q3 2026, an estimated $239K.
  • Hofer & Associates first reported a position in American Express in Q4 2024 and held it in 6 quarters.
  • Hofer & Associates's American Express position peaked at $312K in Q2 2025.
  • 1,027 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.