Heck Capital Advisors’s American Express AXP Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-57	Closed	-$16.9K	–	291
2024 Q4	$16.9K	Buy	+57	New	+$16.4K	﹤0.01%	494

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Heck Capital Advisors's AXP Position: Q1 2025 in Review

Heck Capital Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 57 shares — an estimated $16.9K sold.

Heck Capital Advisors first reported a position in AXP in Q4 2024 and held it in 1 quarter. The position peaked at $16.9K in Q4 2024. 2,621 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Heck Capital Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 57 American Express shares in Q1 2025, an estimated $16.9K.
Heck Capital Advisors first reported a position in American Express in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's American Express position peaked at $16.9K in Q4 2024.
2,621 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.