Horizon Kinetics Asset Management’s American Express AXP Stock Holding History

Horizon Kinetics Asset Management’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	$395K	Buy	1,306 +631	+93%	+$212K	﹤0.01%	245
2025 Q4	$250K	Buy	675 +20	+3%	+$7.16K	﹤0.01%	272
2025 Q3	$218K	Hold	655	–	–	﹤0.01%	298
2025 Q2	$209K	Buy	+655	New	+$184K	﹤0.01%	312
2025 Q1	–	Sell	-700	Closed	-$208K	–	349
2024 Q4	$208K	Buy	+700	New	+$201K	﹤0.01%	307
2020 Q4	–	Sell	-7,270	Closed	-$729K	–	351
2020 Q3	$729K	Sell	7,270 -3,016	-29%	-$297K	0.03%	197
2020 Q2	$979K	Sell	10,286 -1,207	-11%	-$111K	0.04%	166
2020 Q1	$984K	Hold	11,493	–	–	0.04%	140
2019 Q4	$1.43M	Hold	11,493	–	–	0.04%	133
2019 Q3	$1.36M	Sell	11,493 -110	-0.9%	-$13.5K	0.04%	140
2019 Q2	$1.43M	Hold	11,603	–	–	0.04%	145
2019 Q1	$1.27M	Buy	+11,603	New	+$1.22M	0.04%	148

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 Kinetics Asset Management's AXP Position: Q1 2026 in Review

Horizon Kinetics Asset Management increased its American Express (AXP) stake by 93% in Q1 2026, buying an estimated $212K and bringing the position to 1,306 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Horizon Kinetics Asset Management first reported a position in AXP in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.43M in Q2 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Horizon Kinetics Asset Management held 1,306 shares of American Express worth $395K as of Q1 2026.
Horizon Kinetics Asset Management bought 631 American Express shares in Q1 2026, an estimated $212K.
American Express made up ﹤0.01% of Horizon Kinetics Asset Management's portfolio in Q1 2026, its #245 holding.
Horizon Kinetics Asset Management first reported a position in American Express in Q1 2019 and has held it in 12 quarters since.
Horizon Kinetics Asset Management's American Express position peaked at $1.43M in Q2 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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