Horizon Wealth Management
AXP icon

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
Q3 		$653K Buy
2,146
+2
+0.1% +$668 0.08% 81
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Horizon Wealth Management's AXP Position: Q3 2026 in Review

Horizon Wealth Management increased its American Express (AXP) stake by 0.09% in Q3 2026, buying an estimated $668 and bringing the position to 2,146 shares worth $653K. The position accounts for 0.08% of the portfolio, ranked #81.

Horizon Wealth Management first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q4 2021. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Horizon Wealth Management held 2,146 shares of American Express worth $653K as of Q3 2026.
  • Horizon Wealth Management bought 2 American Express shares in Q3 2026, an estimated $668.
  • American Express made up 0.08% of Horizon Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Horizon Wealth Management first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
  • Horizon Wealth Management's American Express position peaked at $1.22M in Q4 2021.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.