Horizon Family Wealth’s American Express AXP Stock Holding History

Horizon Family 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 Q1	$1.06M	Buy	3,504 +1,366	+64%	+$458K	0.56%	35
2025 Q4	$791K	Buy	2,138 +5	+0.2%	+$1.79K	0.42%	43
2025 Q3	$709K	Buy	2,133 +5	+0.2%	+$1.59K	0.41%	42
2025 Q2	$679K	Buy	2,128 +7	+0.3%	+$1.97K	0.41%	42
2025 Q1	$571K	Buy	+2,121	New	+$627K	0.38%	36

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Horizon Family Wealth's AXP Position: Q1 2026 in Review

Horizon Family Wealth increased its American Express (AXP) stake by 64% in Q1 2026, buying an estimated $458K and bringing the position to 3,504 shares worth $1.06M. The position accounts for 0.56% of the portfolio, ranked #35.

Horizon Family Wealth first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Horizon Family Wealth held 3,504 shares of American Express worth $1.06M as of Q1 2026.
Horizon Family Wealth bought 1,366 American Express shares in Q1 2026, an estimated $458K.
American Express made up 0.56% of Horizon Family Wealth's portfolio in Q1 2026, its #35 holding.
Horizon Family Wealth first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.