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Heritage Family Offices’s American Express AXP Stock Holding History

Heritage Family Offices’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 		$221K Buy
+654
New +$209K 0.09% 207

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Family Offices's AXP Position: Q2 2026 in Review

Heritage Family Offices opened a new position in American Express (AXP) in Q2 2026: 654 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #207 among its holdings.

2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Heritage Family Offices held 654 shares of American Express worth $221K as of Q2 2026.
  • American Express was a new Heritage Family Offices position in Q2 2026.
  • American Express made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #207 holding.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.