HORAN Wealth
AXP icon

HORAN Wealth’s American Express AXP Stock Holding History

HORAN Wealth’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 		$564K Buy
1,854
+616
+50% +$206K 0.06% 151
2026
Q2 		$419K Sell
1,238
-50
-4% -$16K 0.05% 158
2026
Q1 		$432K Buy
1,288
+20
+2% +$6.71K 0.04% 147
2025
Q4 		$469K Buy
1,268
+643
+103% +$230K 0.07% 124
2025
Q3 		$208K Buy
+625
New +$199K 0.03% 189

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

HORAN Wealth's AXP Position: Q3 2026 in Review

HORAN Wealth increased its American Express (AXP) stake by 50% in Q3 2026, buying an estimated $206K and bringing the position to 1,854 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #151.

HORAN Wealth first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • HORAN Wealth held 1,854 shares of American Express worth $564K as of Q3 2026.
  • HORAN Wealth bought 616 American Express shares in Q3 2026, an estimated $206K.
  • American Express made up 0.06% of HORAN Wealth's portfolio in Q3 2026, its #151 holding.
  • HORAN Wealth first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.