Heartland Bank & Trust’s American Express AXP Stock Holding History

Heartland Bank & Trust’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	$1.01M	Buy	3,341 +184	+6%	+$61.7K	0.23%	70
2025 Q4	$1.17M	Buy	3,157 +2,532	+405%	+$906K	0.49%	39
2025 Q3	$208K	Sell	625 -595	-49%	-$189K	0.09%	168
2025 Q2	$389K	Hold	1,220	–	–	0.18%	115
2025 Q1	$328K	Sell	1,220 -5	-0.4%	-$1.48K	0.17%	125
2024 Q4	$364K	Hold	1,225	–	–	0.2%	103
2024 Q3	$332K	Buy	1,225 +5	+0.4%	+$1.25K	0.18%	120
2024 Q2	$282K	Hold	1,220	–	–	0.16%	127
2024 Q1	$278K	Sell	1,220 -100	-8%	-$20.7K	0.16%	128
2023 Q4	$247K	Buy	+1,320	New	+$212K	0.17%	116
2023 Q3	–	Sell	-1,332	Closed	-$232K	–	131
2023 Q2	$232K	Hold	1,332	–	–	0.18%	121
2023 Q1	$220K	Buy	+1,332	New	+$221K	0.17%	129

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heartland Bank & Trust's AXP Position: Q1 2026 in Review

Heartland Bank & Trust increased its American Express (AXP) stake by 5.8% in Q1 2026, buying an estimated $61.7K and bringing the position to 3,341 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #70.

Heartland Bank & Trust first reported a position in AXP in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Heartland Bank & Trust held 3,341 shares of American Express worth $1.01M as of Q1 2026.
Heartland Bank & Trust bought 184 American Express shares in Q1 2026, an estimated $61.7K.
American Express made up 0.23% of Heartland Bank & Trust's portfolio in Q1 2026, its #70 holding.
Heartland Bank & Trust first reported a position in American Express in Q1 2023 and has held it in 12 quarters since.
Heartland Bank & Trust's American Express position peaked at $1.17M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.