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HUB Investment Partners’s American Express AXP Stock Holding History

HUB Investment Partners’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 		$1.63M Buy
5,386
+1,620
+43% +$543K 0.04% 277
2025
Q4 		$1.39M Buy
+3,766
New +$1.35M 0.04% 251
2025
Q3 		– Sell
-2,898
Closed -$924K – 848
2025
Q2 		$924K Buy
2,898
+481
+20% +$135K 0.03% 277
2025
Q1 		$650K Sell
2,417
-83
-3% -$24.5K 0.03% 296
2024
Q4 		$742K Buy
2,500
+185
+8% +$53.2K 0.03% 249
2024
Q3 		$628K Sell
2,315
-471
-17% -$117K 0.03% 265
2024
Q2 		$645K Buy
2,786
+204
+8% +$47.2K 0.02% 250
2024
Q1 		$588K Buy
+2,582
New +$535K 0.03% 252
2023
Q1 		– Sell
-276
Closed -$40.9K – 228
2022
Q4 		$40.9K Buy
+276
New +$40.9K 0.01% 130

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

HUB Investment Partners's AXP Position: Q1 2026 in Review

HUB Investment Partners increased its American Express (AXP) stake by 43% in Q1 2026, buying an estimated $543K and bringing the position to 5,386 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #277.

HUB Investment Partners first reported a position in AXP in Q4 2022 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • HUB Investment Partners held 5,386 shares of American Express worth $1.63M as of Q1 2026.
  • HUB Investment Partners bought 1,620 American Express shares in Q1 2026, an estimated $543K.
  • American Express made up 0.04% of HUB Investment Partners's portfolio in Q1 2026, its #277 holding.
  • HUB Investment Partners first reported a position in American Express in Q4 2022 and has held it in 9 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.