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Horizon Investment Services’s American Express AXP Stock Holding History

Horizon Investment 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
Q1 		$3.8M Sell
12,571
-350
-3% -$117K 1.32% 23
2025
Q4 		$4.78M Buy
12,921
+543
+4% +$194K 1.72% 15
2025
Q3 		$4.11M Sell
12,378
-632
-5% -$201K 1.55% 19
2025
Q2 		$4.15M Sell
13,010
-2,073
-14% -$583K 1.82% 15
2025
Q1 		$4.06M Sell
15,083
-128
-0.8% -$37.8K 1.97% 17
2024
Q4 		$4.51M Buy
15,211
+655
+4% +$188K 1.92% 16
2024
Q3 		$3.95M Buy
14,556
+6,385
+78% +$1.59M 1.69% 20
2024
Q2 		$1.89M Buy
+8,171
New +$1.89M 0.89% 40
2023
Q4 		– Sell
-19,391
Closed -$2.89M – 108
2023
Q3 		$2.89M Sell
19,391
-1,686
-8% -$276K 1.74% 16
2023
Q2 		$3.67M Sell
21,077
-313
-1% -$50.5K 2.24% 10
2023
Q1 		$3.53M Buy
21,390
+697
+3% +$116K 2.26% 10
2022
Q4 		$3.06M Buy
+20,693
New +$3.07M 2.22% 11
2014
Q1 		– Sell
-2,940
Closed -$267K – 122
2013
Q4 		$267K Sell
2,940
-195
-6% -$16K 0.16% 89
2013
Q3 		$237K Sell
3,135
-31,916
-91% -$2.4M 0.16% 88
2013
Q2 		$2.62M Buy
+35,051
New +$2.49M 2.08% 17

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Horizon Investment Services's AXP Position: Q1 2026 in Review

Horizon Investment Services reduced its American Express (AXP) stake by 2.7% in Q1 2026, selling an estimated $117K and leaving 12,571 shares worth $3.8M. The position accounts for 1.32% of the portfolio, ranked #23.

Horizon Investment Services first reported a position in AXP in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.78M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Horizon Investment Services held 12,571 shares of American Express worth $3.8M as of Q1 2026.
  • Horizon Investment Services sold 350 American Express shares in Q1 2026, an estimated $117K.
  • American Express made up 1.32% of Horizon Investment Services's portfolio in Q1 2026, its #23 holding.
  • Horizon Investment Services first reported a position in American Express in Q2 2013 and has held it in 15 quarters since.
  • Horizon Investment Services's American Express position peaked at $4.78M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.