HS Management Partners, LLC AXP β€” AMERICAN EXPRESS CO

Ownership history in HS Management Partners, LLC  Β·  9 quarters on record

AI Ownership Summary

HS Management Partners, LLC reported AMERICAN EXPRESS CO (AXP) in 9 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 3.61% in 2026 Q1. The latest visible filing shows AXP at 3.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HS Management Partners, LLC's position in AMERICAN EXPRESS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AXP was reported at 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.61% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HS Management Partners, LLC held AXP β€” position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 34,129 -1,303,806 -97.4% 3.61% $10.3M 2026-04-27 $318.84
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HS Management Partners, LLC and AXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has HS Management Partners, LLC reported owning AXP?

HS Management Partners, LLC reported AXP across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported AXP position in HS Management Partners, LLC's portfolio?

The largest reported portfolio weight for AXP was 3.61% in 2026 Q1.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q1, when HS Management Partners, LLC reported 34,129 shares, equal to 3.61% of portfolio, with an estimated market value of $10.3M.

What does the chart on this AXP ownership page compare?

The chart compares HS Management Partners, LLC's quarterly AXP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HS Management Partners, LLC time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, HS Management Partners, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AXP relative to SPY over the holding period was -12.2%.

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