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HRT Financial’s American Express AXP Stock Holding History

HRT Financial’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
Q1 		– Sell
-97,162
Closed -$32.6M – 3774
2025
Q4 		$35.9M Buy
97,162
+68,917
+244% +$24.7M 0.11% 120
2025
Q3 		$9.38M Buy
+28,245
New +$8.98M 0.03% 422
2024
Q4 		– Sell
-119,894
Closed -$34.4M – 2431
2024
Q3 		$32.5M Buy
119,894
+74,197
+162% +$18.5M 0.16% 62
2024
Q2 		$10.6M Sell
45,697
-298,407
-87% -$69.1M 0.06% 237
2024
Q1 		$78.3M Buy
344,104
+314,215
+1,051% +$65.2M 0.48% 19
2023
Q4 		$5.6M Sell
29,889
-65,140
-69% -$10.5M 0.04% 268
2023
Q3 		$14.2M Buy
95,029
+85,414
+888% +$14M 0.14% 96
2023
Q2 		$1.67M Buy
+9,615
New +$1.55M 0.02% 685
2022
Q4 		– Sell
-78,838
Closed -$11.7M – 2457
2022
Q3 		$10.6M Sell
78,838
-24,055
-23% -$3.64M 0.11% 131
2022
Q2 		$14.3M Buy
102,893
+95,078
+1,217% +$15.7M 0.16% 93
2022
Q1 		$1.46M Sell
7,815
-111,316
-93% -$20.1M 0.01% 801
2021
Q4 		$19.5M Buy
119,131
+82,177
+222% +$14M 0.11% 92
2021
Q3 		$6.19M Buy
+36,954
New +$6.18M 0.04% 258
2021
Q2 		– Sell
-24,572
Closed -$3.48M – 2834
2021
Q1 		$3.48M Sell
24,572
-11,581
-32% -$1.53M 0.04% 376
2020
Q4 		$4.37M Buy
36,153
+12,231
+51% +$1.35M 0.09% 173
2020
Q3 		$2.4M Sell
23,922
-20,792
-46% -$2.05M 0.07% 194
2020
Q2 		$4.26M Buy
+44,714
New +$4.12M 0.13% 156
2020
Q1 		– Sell
-9,451
Closed -$1.1M – 775
2019
Q4 		$1.18M Buy
+9,451
New +$1.13M 0.05% 288
2019
Q3 		– Sell
-22,803
Closed -$2.81M – 1385
2019
Q2 		$2.81M Buy
22,803
+16,696
+273% +$1.96M 0.18% 131
2019
Q1 		$667K Buy
+6,107
New +$642K 0.1% 143
2018
Q2 		– Sell
-35,817
Closed -$3.34M – 278
2018
Q1 		$3.34M Buy
+35,817
New +$3.47M 1.6% 9

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HRT Financial's AXP Position: Q1 2026 in Review

HRT Financial sold out of American Express (AXP) in Q1 2026, closing a stake of 97,162 shares — an estimated $32.6M sold.

HRT Financial first reported a position in AXP in Q1 2018 and held it in 21 quarters. The position peaked at $78.3M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • HRT Financial reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 97,162 American Express shares in Q1 2026, an estimated $32.6M.
  • HRT Financial first reported a position in American Express in Q1 2018 and held it in 21 quarters.
  • HRT Financial's American Express position peaked at $78.3M in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.