Heartwood Wealth Advisors’s American Express AXP Stock Holding History

Heartwood Wealth Advisors’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	$336K	Hold	992	–	–	0.03%	179
2026 Q1	$300K	Hold	992	–	–	0.03%	175
2025 Q4	$367K	Sell	992 -180	-15%	-$64.4K	0.03%	143
2025 Q3	$389K	Hold	1,172	–	–	0.04%	134
2025 Q2	$374K	Sell	1,172 -46	-4%	-$12.9K	0.04%	128
2025 Q1	$328K	Hold	1,218	–	–	0.04%	128
2024 Q4	$361K	Sell	1,218 -3	-0.2%	-$862	0.04%	114
2024 Q3	$331K	Hold	1,221	–	–	0.04%	127
2024 Q2	$283K	Hold	1,221	–	–	0.03%	138
2024 Q1	$278K	Hold	1,221	–	–	0.03%	119
2023 Q4	$229K	Buy	+1,221	New	+$197K	0.03%	128
2023 Q3	–	Sell	-1,252	Closed	-$218K	–	132
2023 Q2	$218K	Buy	1,252 +30	+2%	+$4.84K	0.03%	127
2023 Q1	$202K	Buy	+1,222	New	+$203K	0.03%	132

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Heartwood Wealth Advisors's AXP Position: Q2 2026 in Review

Heartwood Wealth Advisors held its American Express (AXP) position steady in Q2 2026 at 992 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #179.

Heartwood Wealth Advisors first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $389K in Q3 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Heartwood Wealth Advisors held 992 shares of American Express worth $336K as of Q2 2026.
Heartwood Wealth Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Heartwood Wealth Advisors first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
Heartwood Wealth Advisors's American Express position peaked at $389K in Q3 2025.
812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.