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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
Q2 		$277K Buy
818
+37
+5% +$11.8K 0.13% 63
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hoge Financial Services's AXP Position: Q2 2026 in Review

Hoge Financial Services increased its American Express (AXP) stake by 4.7% in Q2 2026, buying an estimated $11.8K and bringing the position to 818 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #63.

Hoge Financial Services first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Hoge Financial Services held 818 shares of American Express worth $277K as of Q2 2026.
  • Hoge Financial Services bought 37 American Express shares in Q2 2026, an estimated $11.8K.
  • American Express made up 0.13% of Hoge Financial Services's portfolio in Q2 2026, its #63 holding.
  • Hoge Financial Services first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Hoge Financial Services's American Express position peaked at $300K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.