Van Hulzen Asset Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$269K Buy
+796
New +$255K 0.02% 336
2025
Q1
Sell
-670
Closed -$199K 366
2024
Q4
$199K Buy
+670
New +$192K 0.01% 313
2024
Q1
Sell
-2,170
Closed -$407K 323
2023
Q4
$407K Buy
+2,170
New +$349K 0.03% 237

Other funds holding AXP

Van Hulzen Asset Management's AXP Position: Q2 2026 in Review

Van Hulzen Asset Management opened a new position in American Express (AXP) in Q2 2026: 796 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in AXP as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in AXP in Q4 2023 and has held it in 3 quarters since. The position peaked at $407K in Q4 2023. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Van Hulzen Asset Management held 796 shares of American Express worth $269K as of Q2 2026.
  • American Express was a new Van Hulzen Asset Management position in Q2 2026.
  • American Express made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #336 holding.
  • Van Hulzen Asset Management first reported a position in American Express in Q4 2023 and has held it in 3 quarters since.
  • Van Hulzen Asset Management's American Express position peaked at $407K in Q4 2023.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.