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Heritage Investment Group’s American Express AXP Stock Holding History

Heritage Investment Group’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 		$593K Buy
1,752
+2
+0.1% +$640 0.08% 77
2026
Q1 		$529K Sell
1,750
-14
-0.8% -$4.69K 0.08% 75
2025
Q4 		$653K Sell
1,764
-57
-3% -$20.4K 0.1% 68
2025
Q3 		$605K Buy
1,821
+140
+8% +$44.5K 0.1% 66
2025
Q2 		$536K Hold
1,681
– – 0.09% 66
2025
Q1 		$452K Hold
1,681
– – 0.09% 68
2024
Q4 		$499K Hold
1,681
– – 0.09% 62
2024
Q3 		$456K Hold
1,681
– – 0.09% 63
2024
Q2 		$389K Hold
1,681
– – 0.08% 62
2024
Q1 		$383K Sell
1,681
-498
-23% -$103K 0.08% 62
2023
Q4 		$408K Buy
2,179
+498
+30% +$80.2K 0.09% 56
2023
Q3 		$251K Buy
1,681
+109
+7% +$17.8K 0.07% 79
2023
Q2 		$274K Sell
1,572
-498
-24% -$80.3K 0.08% 71
2023
Q1 		$341K Buy
2,070
+498
+32% +$82.6K 0.1% 54
2022
Q4 		$232K Sell
1,572
-498
-24% -$73.8K 0.07% 66
2022
Q3 		$279K Buy
2,070
+451
+28% +$68.3K 0.17% 59
2022
Q2 		$224K Sell
1,619
-23
-1% -$3.8K 0.13% 71
2022
Q1 		$307K Hold
1,642
– – 0.22% 62
2021
Q4 		$269K Buy
+1,642
New +$280K 0.21% 66

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 $3.38T AUM 44.17% 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 Investment Group's AXP Position: Q2 2026 in Review

Heritage Investment Group increased its American Express (AXP) stake by 0.11% in Q2 2026, buying an estimated $640 and bringing the position to 1,752 shares worth $593K. The position accounts for 0.08% of the portfolio, ranked #77.

Heritage Investment Group first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $653K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Heritage Investment Group held 1,752 shares of American Express worth $593K as of Q2 2026.
  • Heritage Investment Group bought 2 American Express shares in Q2 2026, an estimated $640.
  • American Express made up 0.08% of Heritage Investment Group's portfolio in Q2 2026, its #77 holding.
  • Heritage Investment Group first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Heritage Investment Group's American Express position peaked at $653K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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