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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
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 $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 Investments's AXP Position: Q1 2026 in Review

Horizon Investments reduced its American Express (AXP) stake by 42% in Q1 2026, selling an estimated $6.41M and leaving 25,961 shares worth $7.83M. The position accounts for 0.09% of the portfolio, ranked #203.

Horizon Investments first reported a position in AXP in Q4 2017 and has held it in 21 quarters since. The position peaked at $16.6M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Horizon Investments held 25,961 shares of American Express worth $7.83M as of Q1 2026.
  • Horizon Investments sold 19,126 American Express shares in Q1 2026, an estimated $6.41M.
  • American Express made up 0.09% of Horizon Investments's portfolio in Q1 2026, its #203 holding.
  • Horizon Investments first reported a position in American Express in Q4 2017 and has held it in 21 quarters since.
  • Horizon Investments's American Express position peaked at $16.6M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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