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Hoge Financial Services’s American Express AXP Stock Holding History

Hoge Financial Services’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
Q1 		$242K Sell
781
-29
-4% -$9.72K 0.13% 61
2025
Q4 		$300K Buy
810
+22
+3% +$7.87K 0.16% 55
2025
Q3 		$262K Buy
788
+24
+3% +$7.63K 0.15% 58
2025
Q2 		$244K Buy
+764
New +$215K 0.15% 59
2025
Q1 		– Sell
-674
Closed -$200K – 59
2024
Q4 		$200K Buy
+674
New +$194K 0.15% 57

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hoge Financial Services's AXP Position: Q1 2026 in Review

Hoge Financial Services reduced its American Express (AXP) stake by 3.6% in Q1 2026, selling an estimated $9.72K and leaving 781 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #61.

Hoge Financial Services first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $300K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Hoge Financial Services held 781 shares of American Express worth $242K as of Q1 2026.
  • Hoge Financial Services sold 29 American Express shares in Q1 2026, an estimated $9.72K.
  • American Express made up 0.13% of Hoge Financial Services's portfolio in Q1 2026, its #61 holding.
  • Hoge Financial Services first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • Hoge Financial Services's American Express position peaked at $300K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.