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Eads & Heald Wealth Management’s American Express AXP Stock Holding History

Eads & Heald Wealth Management’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 		$2.71M Sell
8,944
-132
-1% -$44.3K 1.35% 17
2025
Q4 		$3.36M Sell
9,076
-293
-3% -$105K 1.62% 8
2025
Q3 		$3.11M Sell
9,369
-280
-3% -$89.1K 1.49% 12
2025
Q2 		$3.08M Sell
9,649
-641
-6% -$180K 1.52% 11
2025
Q1 		$2.77M Sell
10,290
-600
-6% -$177K 1.41% 15
2024
Q4 		$3.23M Sell
10,890
-669
-6% -$192K 1.59% 9
2024
Q3 		$3.13M Sell
11,559
-857
-7% -$213K 1.49% 9
2024
Q2 		$2.88M Sell
12,416
-666
-5% -$154K 1.39% 12
2024
Q1 		$2.98M Sell
13,082
-1,276
-9% -$265K 1.39% 11
2023
Q4 		$2.69M Sell
14,358
-205
-1% -$33K 1.29% 21
2023
Q3 		$2.17M Sell
14,563
-310
-2% -$50.7K 1.14% 34
2023
Q2 		$2.59M Sell
14,873
-795
-5% -$128K 1.27% 23
2023
Q1 		$2.58M Sell
15,668
-392
-2% -$65K 1.28% 20
2022
Q4 		$2.37M Sell
16,060
-78
-0.5% -$11.6K 1.21% 29
2022
Q3 		$2.18M Buy
16,138
+297
+2% +$45K 1.23% 26
2022
Q2 		$2.2M Sell
15,841
-225
-1% -$37.2K 1.18% 28
2022
Q1 		$3M Sell
16,066
-862
-5% -$156K 1.39% 8
2021
Q4 		$2.77M Sell
16,928
-293
-2% -$50K 1.2% 23
2021
Q3 		$2.88M Buy
17,221
+60
+0.3% +$10K 1.39% 10
2021
Q2 		$2.83M Sell
17,161
-397
-2% -$62.2K 1.38% 11
2021
Q1 		$2.48M Sell
17,558
-202
-1% -$26.7K 1.28% 19
2020
Q4 		$2.15M Buy
17,760
+170
+1% +$18.8K 1.16% 31
2020
Q3 		$1.76M Sell
17,590
-1,344
-7% -$132K 1.06% 39
2020
Q2 		$1.8M Sell
18,934
-62
-0.3% -$5.71K 1.1% 39
2020
Q1 		$1.63M Sell
18,996
-877
-4% -$102K 1.15% 34
2019
Q4 		$2.47M Buy
19,873
+121
+0.6% +$14.5K 1.31% 19
2019
Q3 		$2.34M Sell
19,752
-104
-0.5% -$12.8K 1.31% 23
2019
Q2 		$2.45M Sell
19,856
-190
-0.9% -$22.3K 1.39% 14
2019
Q1 		$2.19M Buy
20,046
+164
+0.8% +$17.2K 1.27% 27
2018
Q4 		$1.9M Sell
19,882
-176
-0.9% -$18.4K 1.26% 26
2018
Q3 		$2.14M Sell
20,058
-273
-1% -$28.4K 1.23% 28
2018
Q2 		$1.99M Buy
20,331
+42
+0.2% +$4.13K 1.23% 28
2018
Q1 		$1.89M Sell
20,289
-647
-3% -$62.7K 1.2% 32
2017
Q4 		$2.08M Sell
20,936
-384
-2% -$36.6K 1.23% 26
2017
Q3 		$1.93M Sell
21,320
-267
-1% -$22.9K 1.2% 29
2017
Q2 		$1.82M Sell
21,587
-1,007
-4% -$79.7K 1.17% 31
2017
Q1 		$1.79M Buy
22,594
+14
+0.1% +$1.09K 1.15% 34
2016
Q4 		$1.67M Buy
22,580
+37
+0.2% +$2.56K 1.14% 38
2016
Q3 		$1.44M Sell
22,543
-334
-1% -$21.5K 0.99% 45
2016
Q2 		$1.39M Sell
22,877
-401
-2% -$25.4K 0.96% 50
2016
Q1 		$1.43M Buy
23,278
+997
+4% +$58K 0.99% 47
2015
Q4 		$1.55M Buy
22,281
+575
+3% +$41.8K 1.07% 36
2015
Q3 		$1.61M Sell
21,706
-460
-2% -$35.4K 1.15% 32
2015
Q2 		$1.72M Buy
22,166
+217
+1% +$17.2K 1.13% 34
2015
Q1 		$1.72M Sell
21,949
-586
-3% -$48.7K 1.1% 36
2014
Q4 		$2.1M Buy
22,535
+198
+0.9% +$17.8K 1.33% 22
2014
Q3 		$1.96M Sell
22,337
-490
-2% -$44.1K 1.32% 23
2014
Q2 		$2.17M Sell
22,827
-2,472
-10% -$223K 1.44% 11
2014
Q1 		$2.28M Sell
25,299
-270
-1% -$24.1K 1.5% 9
2013
Q4 		$2.32M Sell
25,569
-610
-2% -$50.1K 1.54% 5
2013
Q3 		$1.98M Sell
26,179
-1,689
-6% -$127K 1.41% 17
2013
Q2 		$2.08M Buy
+27,868
New +$1.98M 1.48% 17

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

Eads & Heald Wealth Management's AXP Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its American Express (AXP) stake by 1.5% in Q1 2026, selling an estimated $44.3K and leaving 8,944 shares worth $2.71M. The position accounts for 1.35% of the portfolio, ranked #17.

Eads & Heald Wealth Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.36M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Eads & Heald Wealth Management held 8,944 shares of American Express worth $2.71M as of Q1 2026.
  • Eads & Heald Wealth Management sold 132 American Express shares in Q1 2026, an estimated $44.3K.
  • American Express made up 1.35% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Eads & Heald Wealth Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's American Express position peaked at $3.36M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.