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	$4.23M	Sell	14,000 -31,700	-69%	-$10.6M	0.01%	1109
2025 Q4	$16.9M	Buy	45,700 +37,800	+478%	+$13.5M	0.05%	276
2025 Q3	$2.62M	Sell	7,900 -2,800	-26%	-$891K	0.01%	1005
2025 Q2	$3.41M	Buy	+10,700	New	+$3.01M	0.02%	693
2024 Q2	–	Sell	-1,800	Closed	-$409K	–	2208
2024 Q1	$409K	Sell	1,800 -1,100	-38%	-$228K	﹤0.01%	1366
2023 Q4	$543K	Buy	+2,900	New	+$467K	﹤0.01%	1314
2020 Q3	–	Sell	-8,000	Closed	-$761K	–	1876
2020 Q2	$761K	Buy	+8,000	New	+$737K	0.02%	630

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.