HI
AXP icon

Horizon Investments’s American Express AXP Stock Holding History

Horizon Investments’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 		$9.79M Buy
29,010
+3,049
+12% +$976K 0.11% 163
2026
Q1 		$7.83M Sell
25,961
-19,126
-42% -$6.41M 0.09% 203
2025
Q4 		$16.6M Buy
45,087
+21,815
+94% +$7.81M 0.21% 81
2025
Q3 		$7.71M Buy
23,272
+4,782
+26% +$1.52M 0.1% 170
2025
Q2 		$5.88M Buy
18,490
+8,523
+86% +$2.4M 0.09% 175
2025
Q1 		$2.67M Buy
9,967
+280
+3% +$82.8K 0.08% 163
2024
Q4 		$2.87M Buy
9,687
+188
+2% +$54K 0.08% 145
2024
Q3 		$2.57M Sell
9,499
-1,105
-10% -$275K 0.07% 142
2024
Q2 		$2.45M Buy
10,604
+154
+1% +$35.7K 0.07% 137
2024
Q1 		$2.37M Buy
10,450
+506
+5% +$105K 0.06% 145
2023
Q4 		$1.86M Sell
9,944
-591
-6% -$95.1K 0.05% 154
2023
Q3 		$1.57M Sell
10,535
-118
-1% -$19.3K 0.05% 136
2023
Q2 		$1.85M Sell
10,653
-2,404
-18% -$388K 0.05% 129
2023
Q1 		$2.15M Sell
13,057
-7,310
-36% -$1.21M 0.06% 114
2022
Q4 		$3M Sell
20,367
-156
-0.8% -$23.1K 0.08% 107
2022
Q3 		$2.76M Sell
20,523
-1,748
-8% -$265K 0.08% 92
2022
Q2 		$3.09M Buy
+22,271
New +$3.68M 0.1% 81
2021
Q4 		– Sell
-41,699
Closed -$6.97M – 480
2021
Q3 		$6.97M Buy
+41,699
New +$6.97M 0.18% 64
2020
Q4 		– Sell
-2,834
Closed -$283K – 111
2020
Q3 		$283K Buy
+2,834
New +$279K 0.01% 349
2019
Q3 		– Sell
-2,916
Closed -$360K – 419
2019
Q2 		$360K Sell
2,916
-328
-10% -$38.5K 0.01% 322
2019
Q1 		$353K Buy
+3,244
New +$341K 0.01% 239
2018
Q1 		– Sell
-17,698
Closed -$1.37M – 206
2017
Q4 		$1.37M Buy
+17,698
New +$1.69M 0.09% 76

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 $3.38T AUM 44.17% 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

Horizon Investments's AXP Position: Q2 2026 in Review

Horizon Investments increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $976K and bringing the position to 29,010 shares worth $9.79M. The position accounts for 0.11% of the portfolio, ranked #163.

Horizon Investments first reported a position in AXP in Q4 2017 and has held it in 22 quarters since. The position peaked at $16.6M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Horizon Investments held 29,010 shares of American Express worth $9.79M as of Q2 2026.
  • Horizon Investments bought 3,049 American Express shares in Q2 2026, an estimated $976K.
  • American Express made up 0.11% of Horizon Investments's portfolio in Q2 2026, its #163 holding.
  • Horizon Investments first reported a position in American Express in Q4 2017 and has held it in 22 quarters since.
  • Horizon Investments's American Express position peaked at $16.6M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.