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 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Hoxton Planning & Management's AXP Position: Q2 2026 in Review

Hoxton Planning & Management increased its American Express (AXP) stake by 9.9% in Q2 2026, buying an estimated $38.7K and bringing the position to 1,339 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #135.

Hoxton Planning & Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $461K in Q4 2025. 673 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hoxton Planning & Management held 1,339 shares of American Express worth $453K as of Q2 2026.
Hoxton Planning & Management bought 121 American Express shares in Q2 2026, an estimated $38.7K.
American Express made up 0.12% of Hoxton Planning & Management's portfolio in Q2 2026, its #135 holding.
Hoxton Planning & Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Hoxton Planning & Management's American Express position peaked at $461K in Q4 2025.
673 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.