Hoxton Planning & Management
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Hoxton Planning & Management’s American Express AXP Stock Holding History

Hoxton Planning & 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 		$414K Buy
1,360
+21
+2% +$7.02K 0.11% 137
2026
Q2 		$453K Buy
1,339
+121
+10% +$38.7K 0.12% 135
2026
Q1 		$368K Sell
1,218
-27
-2% -$9.05K 0.11% 135
2025
Q4 		$461K Buy
1,245
+22
+2% +$7.87K 0.14% 117
2025
Q3 		$406K Sell
1,223
-33
-3% -$10.5K 0.13% 126
2025
Q2 		$401K Buy
1,256
+50
+4% +$14.1K 0.14% 126
2025
Q1 		$324K Buy
1,206
+2
+0.2% +$591 0.12% 139
2024
Q4 		$357K Buy
1,204
+6
+0.5% +$1.72K 0.14% 133
2024
Q3 		$325K Sell
1,198
-36
-3% -$8.96K 0.13% 145
2024
Q2 		$286K Buy
1,234
+5
+0.4% +$1.16K 0.13% 119
2024
Q1 		$280K Buy
1,229
+82
+7% +$17K 0.13% 121
2023
Q4 		$215K Buy
+1,147
New +$185K 0.11% 137

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hoxton Planning & Management's AXP Position: Q3 2026 in Review

Hoxton Planning & Management increased its American Express (AXP) stake by 1.6% in Q3 2026, buying an estimated $7.02K and bringing the position to 1,360 shares worth $414K. The position accounts for 0.11% of the portfolio, ranked #137.

Hoxton Planning & Management first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $461K in Q4 2025. 801 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Hoxton Planning & Management held 1,360 shares of American Express worth $414K as of Q3 2026.
  • Hoxton Planning & Management bought 21 American Express shares in Q3 2026, an estimated $7.02K.
  • American Express made up 0.11% of Hoxton Planning & Management's portfolio in Q3 2026, its #137 holding.
  • Hoxton Planning & Management first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • Hoxton Planning & Management's American Express position peaked at $461K in Q4 2025.
  • 801 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.