Howard Capital Management Group’s American Express AXP Stock Holding History

Howard Capital Management Group’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	$2.12M	Sell	6,976 -1,150	-14%	-$384K	0.12%	44
2026 Q2	$2.75M	Hold	8,126	–	–	0.17%	40
2026 Q1	$2.46M	Sell	8,126 -100	-1%	-$33.5K	0.16%	44
2025 Q4	$3.04M	Sell	8,226 -200	-2%	-$71.6K	0.19%	41
2025 Q3	$2.8M	Hold	8,426	–	–	0.18%	43
2025 Q2	$2.69M	Hold	8,426	–	–	0.19%	39
2025 Q1	$2.27M	Hold	8,426	–	–	0.18%	40
2024 Q4	$2.5M	Sell	8,426 -189	-2%	-$54.3K	0.17%	40
2024 Q3	$2.34M	Hold	8,615	–	–	0.16%	42
2024 Q2	$1.99M	Hold	8,615	–	–	0.15%	43
2024 Q1	$1.96M	Hold	8,615	–	–	0.15%	44
2023 Q4	$1.61M	Hold	8,615	–	–	0.14%	47
2023 Q3	$1.29M	Hold	8,615	–	–	0.12%	51
2023 Q2	$1.5M	Hold	8,615	–	–	0.14%	48
2023 Q1	$1.42M	Hold	8,615	–	–	0.15%	46
2022 Q4	$1.27M	Hold	8,615	–	–	0.15%	46
2022 Q3	$1.16M	Hold	8,615	–	–	0.15%	46
2022 Q2	$1.19M	Hold	8,615	–	–	0.14%	48
2022 Q1	$1.61M	Sell	8,615 -191	-2%	-$34.5K	0.15%	48
2021 Q4	$1.44M	Buy	8,806 +700	+9%	+$119K	0.12%	51
2021 Q3	$1.36M	Buy	8,106 +167	+2%	+$27.9K	0.13%	48
2021 Q2	$1.31M	Hold	7,939	–	–	0.12%	51
2021 Q1	$1.12M	Buy	+7,939	New	+$1.05M	0.12%	50

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Howard Capital Management Group's AXP Position: Q3 2026 in Review

Howard Capital Management Group reduced its American Express (AXP) stake by 14% in Q3 2026, selling an estimated $384K and leaving 6,976 shares worth $2.12M. The position accounts for 0.12% of the portfolio, ranked #44.

Howard Capital Management Group first reported a position in AXP in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.04M in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Howard Capital Management Group held 6,976 shares of American Express worth $2.12M as of Q3 2026.
Howard Capital Management Group sold 1,150 American Express shares in Q3 2026, an estimated $384K.
American Express made up 0.12% of Howard Capital Management Group's portfolio in Q3 2026, its #44 holding.
Howard Capital Management Group first reported a position in American Express in Q1 2021 and has held it in 23 quarters since.
Howard Capital Management Group's American Express position peaked at $3.04M in Q4 2025.
1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Howard Capital Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.