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Heard Capital LLC’s American Express AXP Stock Holding History

Heard Capital LLC’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 		$103M Sell
339,827
-6,308
-2% -$2.12M 5.31% 10
2025
Q4 		$128M Sell
346,135
-85,605
-20% -$30.6M 6.01% 9
2025
Q3 		$143M Buy
431,740
+45,745
+12% +$14.6M 6.96% 9
2025
Q2 		$123M Sell
385,995
-16,470
-4% -$4.64M 6.43% 9
2025
Q1 		$108M Buy
402,465
+21,335
+6% +$6.31M 6.43% 8
2024
Q4 		$113M Buy
381,130
+7,203
+2% +$2.07M 6.73% 9
2024
Q3 		$101M Sell
373,927
-3,253
-0.9% -$810K 5.69% 10
2024
Q2 		$87.3M Sell
377,180
-18,055
-5% -$4.18M 5.33% 9
2024
Q1 		$90M Sell
395,235
-55,744
-12% -$11.6M 5.64% 9
2023
Q4 		$84.5M Sell
450,979
-27,919
-6% -$4.49M 5.61% 8
2023
Q3 		$71.4M Buy
478,898
+99,983
+26% +$16.4M 5.27% 10
2023
Q2 		$66M Buy
378,915
+163,423
+76% +$26.4M 5.02% 12
2023
Q1 		$35.5M Buy
+215,492
New +$35.7M 2.93% 14

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heard Capital LLC's AXP Position: Q1 2026 in Review

Heard Capital LLC reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $2.12M and leaving 339,827 shares worth $103M. The position accounts for 5.31% of the portfolio, ranked #10.

Heard Capital LLC first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $143M in Q3 2025. 2,896 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Heard Capital LLC held 339,827 shares of American Express worth $103M as of Q1 2026.
  • Heard Capital LLC sold 6,308 American Express shares in Q1 2026, an estimated $2.12M.
  • American Express made up 5.31% of Heard Capital LLC's portfolio in Q1 2026, its #10 holding.
  • Heard Capital LLC first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • Heard Capital LLC's American Express position peaked at $143M in Q3 2025.
  • 2,896 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Heard Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.