Hopwood Financial Services’s American Express AXP Stock Holding History

Hopwood 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	$288K	Hold	852	–	–	0.17%	69
2026 Q1	$258K	Sell	852 -62	-7%	-$20.8K	0.17%	70
2025 Q4	$338K	Sell	914 -48	-5%	-$17.2K	0.24%	58
2025 Q3	$320K	Sell	962 -10	-1%	-$3.18K	0.21%	63
2025 Q2	$310K	Hold	972	–	–	0.24%	57
2025 Q1	$262K	Sell	972 -45	-4%	-$13.3K	0.2%	70
2024 Q4	$302K	Buy	+1,017	New	+$292K	0.23%	57

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Hopwood Financial Services held its American Express (AXP) position steady in Q2 2026 at 852 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #69.

Hopwood Financial Services first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hopwood Financial Services held 852 shares of American Express worth $288K as of Q2 2026.
Hopwood Financial Services left its American Express share count unchanged in Q2 2026.
American Express made up 0.17% of Hopwood Financial Services's portfolio in Q2 2026, its #69 holding.
Hopwood Financial Services first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's American Express position peaked at $338K in Q4 2025.
1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.