Horizon Financial Services
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Horizon Financial Services’s American Express AXP Stock Holding History

Horizon 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
Q3 		$40.4K Sell
133
-31
-19% -$10.4K 0.02% 157
2026
Q2 		$55.5K Buy
164
+80
+95% +$25.6K 0.02% 135
2026
Q1 		$25.4K Buy
84
+52
+163% +$17.4K 0.01% 154
2025
Q4 		$11.8K Buy
32
+8
+33% +$2.86K 0.01% 171
2025
Q3 		$7.97K Buy
+24
New +$7.63K ﹤0.01% 213

Other funds holding AXP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Horizon Financial Services's AXP Position: Q3 2026 in Review

Horizon Financial Services reduced its American Express (AXP) stake by 19% in Q3 2026, selling an estimated $10.4K and leaving 133 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #157.

Horizon Financial Services first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $55.5K in Q2 2026. 1,552 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Horizon Financial Services held 133 shares of American Express worth $40.4K as of Q3 2026.
  • Horizon Financial Services sold 31 American Express shares in Q3 2026, an estimated $10.4K.
  • American Express made up 0.02% of Horizon Financial Services's portfolio in Q3 2026, its #157 holding.
  • Horizon Financial Services first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Horizon Financial Services's American Express position peaked at $55.5K in Q2 2026.
  • 1,552 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.