HWM
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Horizon Wealth Management’s American Express AXP Stock Holding History

Horizon Wealth 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
Q2 		$725K Buy
2,144
+2
+0.1% +$640 0.09% 76
2026
Q1 		$648K Buy
2,142
+2
+0.1% +$671 0.1% 72
2025
Q4 		$792K Buy
2,140
+1
+0% +$358 0.12% 57
2025
Q3 		$710K Buy
2,139
+2
+0.1% +$636 0.1% 58
2025
Q2 		$682K Buy
2,137
+19
+0.9% +$5.35K 0.12% 47
2025
Q1 		$570K Buy
2,118
+44
+2% +$13K 0.1% 49
2024
Q4 		$616K Buy
2,074
+1
+0% +$287 0.11% 44
2024
Q3 		$562K Buy
2,073
+2
+0.1% +$498 0.11% 42
2024
Q2 		$479K Sell
2,071
-175
-8% -$40.5K 0.11% 40
2024
Q1 		$511K Buy
2,246
+57
+3% +$11.8K 0.13% 42
2023
Q4 		$410K Sell
2,189
-219
-9% -$35.3K 0.11% 43
2023
Q3 		$359K Buy
2,408
+4
+0.2% +$654 0.14% 45
2023
Q2 		$419K Buy
2,404
+3
+0.1% +$484 0.17% 41
2023
Q1 		$396K Sell
2,401
-950
-28% -$158K 0.3% 38
2022
Q4 		$495K Buy
3,351
+32
+1% +$4.74K 0.4% 30
2022
Q3 		$448K Sell
3,319
-109
-3% -$16.5K 0.33% 32
2022
Q2 		$475K Sell
3,428
-53
-2% -$8.75K 0.2% 52
2022
Q1 		$651K Sell
3,481
-3,971
-53% -$717K 0.2% 47
2021
Q4 		$1.22M Buy
+7,452
New +$1.27M 0.36% 36

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 $3.37T AUM 44.26% 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 Wealth Management's AXP Position: Q2 2026 in Review

Horizon Wealth Management increased its American Express (AXP) stake by 0.09% in Q2 2026, buying an estimated $640 and bringing the position to 2,144 shares worth $725K. The position accounts for 0.09% of the portfolio, ranked #76.

Horizon Wealth Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2021. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Horizon Wealth Management held 2,144 shares of American Express worth $725K as of Q2 2026.
  • Horizon Wealth Management bought 2 American Express shares in Q2 2026, an estimated $640.
  • American Express made up 0.09% of Horizon Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Horizon Wealth Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's American Express position peaked at $1.22M in Q4 2021.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.