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 Q2	$1.19M	Buy	3,527 +186	+6%	+$59.6K	0.25%	70
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Heartland Bank & Trust's AXP Position: Q2 2026 in Review

Heartland Bank & Trust increased its American Express (AXP) stake by 5.6% in Q2 2026, buying an estimated $59.6K and bringing the position to 3,527 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #70.

Heartland Bank & Trust first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Heartland Bank & Trust held 3,527 shares of American Express worth $1.19M as of Q2 2026.
Heartland Bank & Trust bought 186 American Express shares in Q2 2026, an estimated $59.6K.
American Express made up 0.25% of Heartland Bank & Trust's portfolio in Q2 2026, its #70 holding.
Heartland Bank & Trust first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.