First Heartland Consultants’s American Express AXP Stock Holding History

First Heartland Consultants’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 Q2	$281K	Hold	832	–	–	0.02%	490
2026 Q1	$252K	Sell	832 -40	-5%	-$13.4K	0.02%	454
2025 Q4	$323K	Buy	872 +3	+0.3%	+$1.07K	0.02%	402
2025 Q3	$289K	Buy	869 +10	+1%	+$3.18K	0.02%	410
2025 Q2	$274K	Buy	+859	New	+$242K	0.02%	405
2025 Q1	–	Sell	-913	Closed	-$271K	–	440
2024 Q4	$271K	Buy	913 +64	+8%	+$18.4K	0.03%	365
2024 Q3	$230K	Sell	849 -37	-4%	-$9.21K	0.02%	400
2024 Q2	$205	Buy	+886	New	+$205K	0.01%	424
2018 Q2	–	Sell	-3,104	Closed	-$290K	–	239
2018 Q1	$290K	Buy	3,104 +140	+5%	+$13.6K	0.09%	213
2017 Q4	$294K	Sell	2,964 -4,600	-61%	-$438K	0.09%	215
2017 Q3	$684K	Hold	7,564	–	–	0.17%	169
2017 Q2	$637K	Hold	7,564	–	–	0.17%	168
2017 Q1	$598K	Buy	7,564 +1,850	+32%	+$145K	0.17%	169
2016 Q4	$423K	Buy	5,714 +1,507	+36%	+$104K	0.13%	200
2016 Q3	$269K	Buy	4,207 +794	+23%	+$51K	0.08%	259
2016 Q2	$207	Hold	3,413	–	–	0.02%	275
2016 Q1	$210K	Sell	3,413 -2,655	-44%	-$154K	0.08%	245
2015 Q4	$422K	Hold	6,068	–	–	0.16%	153
2015 Q3	$450K	Buy	6,068 +202	+3%	+$15.5K	0.19%	145
2015 Q2	$456	Buy	5,866 +200	+4%	+$15.9K	0.12%	153
2015 Q1	$443K	Buy	5,666 +39	+0.7%	+$3.24K	0.17%	152
2014 Q4	$524K	Buy	5,627 +16	+0.3%	+$1.43K	0.22%	128
2014 Q3	$491K	Buy	5,611 +55	+1%	+$4.95K	0.22%	134
2014 Q2	$527K	Buy	5,556 +22	+0.4%	+$1.98K	0.24%	119
2014 Q1	$498K	Hold	5,534	–	–	0.25%	113
2013 Q4	$502K	Hold	5,534	–	–	0.28%	105
2013 Q3	$420K	Sell	5,534 -25	-0.4%	-$1.88K	0.25%	121
2013 Q2	$416K	Buy	+5,559	New	+$395K	0.24%	115

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants's AXP Position: Q2 2026 in Review

First Heartland Consultants held its American Express (AXP) position steady in Q2 2026 at 832 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #490.

First Heartland Consultants first reported a position in AXP in Q2 2013 and has held it in 28 quarters since. The position peaked at $684K in Q3 2017. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

First Heartland Consultants held 832 shares of American Express worth $281K as of Q2 2026.
First Heartland Consultants left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #490 holding.
First Heartland Consultants first reported a position in American Express in Q2 2013 and has held it in 28 quarters since.
First Heartland Consultants's American Express position peaked at $684K in Q3 2017.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.