Hartford Financial Management Inc.
Position in AXP — American Express Co
CIK 1352526
WEST HARTFORD, CT
Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$908,201
+$94,530 QoQ
Shares Held
2,685
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,621
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Hartford Financial Management Inc. holds $7,057,195 across 5 Credit Services names. AXP ranks #2 (12.9% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,201 | 2,685 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $813,671 | 2,690 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $995,165 | 2,690 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $895,503 | 2,696 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,038,598 | 3,256 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $876,564 | 3,258 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $966,941 | 3,258 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $883,569 | 3,258 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $754,389 | 3,258 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $748,644 | 3,288 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $615,973 | 3,288 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $490,536 | 3,288 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $573,640 | 3,293 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $544,664 | 3,302 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $488,461 | 3,306 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $453,567 | 3,362 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $466,040 | 3,362 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $628,694 | 3,362 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $555,585 | 3,396 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $563,235 | 3,362 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $555,503 | 3,362 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $477,925 | 3,379 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $416,655 | 3,446 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $355,486 | 3,546 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $339,007 | 3,561 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $314,787 | 3,677 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||