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	$12.2M	Buy	+40,300	New	+$13.5M	0.03%	542
2025 Q4	–	Sell	-20,500	Closed	-$6.81M	–	3171
2025 Q3	$6.81M	Buy	+20,500	New	+$6.52M	0.03%	540
2025 Q1	–	Sell	-2,100	Closed	-$623K	–	2515
2024 Q4	$623K	Buy	+2,100	New	+$603K	﹤0.01%	1335
2024 Q2	–	Sell	-2,000	Closed	-$455K	–	2209
2024 Q1	$455K	Buy	+2,000	New	+$415K	﹤0.01%	1316
2023 Q4	–	Sell	-2,600	Closed	-$387K	–	2307
2023 Q3	$387K	Buy	+2,600	New	+$425K	﹤0.01%	1550
2023 Q1	–	Sell	-4,500	Closed	-$664K	–	2484
2022 Q4	$664K	Sell	4,500 -1,500	-25%	-$222K	0.01%	1228
2022 Q3	$809K	Buy	+6,000	New	+$908K	0.01%	1063
2022 Q1	–	Sell	-18,700	Closed	-$3.06M	–	3085
2021 Q4	$3.06M	Buy	18,700 +4,500	+32%	+$767K	0.02%	459
2021 Q3	$2.38M	Buy	+14,200	New	+$2.37M	0.01%	629
2020 Q2	–	Sell	-8,500	Closed	-$727K	–	1534
2020 Q1	$727K	Buy	+8,500	New	+$989K	0.05%	316

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.