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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
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

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 $3.37T AUM 44.26% 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

HORAN Wealth's AXP Position: Q2 2026 in Review

HORAN Wealth reduced its American Express (AXP) stake by 3.9% in Q2 2026, selling an estimated $16K and leaving 1,238 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #158.

HORAN Wealth first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $469K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • HORAN Wealth held 1,238 shares of American Express worth $419K as of Q2 2026.
  • HORAN Wealth sold 50 American Express shares in Q2 2026, an estimated $16K.
  • American Express made up 0.05% of HORAN Wealth's portfolio in Q2 2026, its #158 holding.
  • HORAN Wealth first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • HORAN Wealth's American Express position peaked at $469K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.