Heritage Wealth Advisors’s American Express AXP Stock Holding History

Heritage 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 Q1	$436K	Buy	1,440 +14	+1%	+$4.69K	0.02%	142
2025 Q4	$528K	Hold	1,426	–	–	0.02%	142
2025 Q3	$474K	Hold	1,426	–	–	0.02%	132
2025 Q2	$455K	Hold	1,426	–	–	0.02%	139
2025 Q1	$384K	Sell	1,426 -4	-0.3%	-$1.18K	0.02%	149
2024 Q4	$424K	Buy	1,430 +4	+0.3%	+$1.15K	0.02%	145
2024 Q3	$387K	Buy	1,426 +105	+8%	+$26.1K	0.02%	161
2024 Q2	$306K	Sell	1,321 -2,240	-63%	-$519K	0.01%	166
2024 Q1	$811K	Hold	3,561	–	–	0.04%	100
2023 Q4	$667K	Sell	3,561 -666	-16%	-$107K	0.03%	121
2023 Q3	$631K	Sell	4,227 -18	-0.4%	-$2.94K	0.03%	113
2023 Q2	$739K	Buy	4,245 +36	+0.9%	+$5.81K	0.04%	103
2023 Q1	$694K	Hold	4,209	–	–	0.04%	102
2022 Q4	$622K	Hold	4,209	–	–	0.04%	113
2022 Q3	$568K	Hold	4,209	–	–	0.04%	110
2022 Q2	$583K	Buy	4,209 +1,037	+33%	+$171K	0.04%	114
2022 Q1	$593K	Hold	3,172	–	–	0.03%	121
2021 Q4	$519K	Hold	3,172	–	–	0.03%	134
2021 Q3	$531K	Hold	3,172	–	–	0.03%	133
2021 Q2	$524K	Hold	3,172	–	–	0.03%	137
2021 Q1	$449K	Sell	3,172 -105	-3%	-$13.9K	0.03%	148
2020 Q4	$396K	Hold	3,277	–	–	0.02%	148
2020 Q3	$328K	Hold	3,277	–	–	0.04%	119
2020 Q2	$312K	Hold	3,277	–	–	0.04%	117
2020 Q1	$281K	Sell	3,277 -19	-0.6%	-$2.21K	0.05%	107
2019 Q4	$410K	Buy	3,296 +20	+0.6%	+$2.39K	0.05%	116
2019 Q3	$387K	Sell	3,276 -81	-2%	-$9.93K	0.06%	111
2019 Q2	$414K	Buy	3,357 +666	+25%	+$78.2K	0.06%	103
2019 Q1	$294K	Sell	2,691 -209	-7%	-$22K	0.05%	109
2018 Q4	$276K	Hold	2,900	–	–	0.05%	106
2018 Q3	$308K	Hold	2,900	–	–	0.06%	100
2018 Q2	$285K	Hold	2,900	–	–	0.11%	100
2018 Q1	$270K	Hold	2,900	–	–	0.11%	96
2017 Q4	$287K	Buy	2,900 +103	+4%	+$9.81K	0.12%	93
2017 Q3	$253K	Buy	2,797 +163	+6%	+$14K	0.13%	91
2017 Q2	$222K	Hold	2,634	–	–	0.11%	93
2017 Q1	$208K	Buy	+2,634	New	+$206K	0.11%	93
2015 Q2	–	Sell	-2,854	Closed	-$223K	–	87
2015 Q1	$223K	Hold	2,854	–	–	0.18%	85
2014 Q4	$265K	Buy	2,854 +300	+12%	+$26.9K	0.24%	76
2014 Q3	$223K	Sell	2,554 -300	-11%	-$27K	0.23%	63
2014 Q2	$271K	Hold	2,854	–	–	0.29%	59
2014 Q1	$257K	Hold	2,854	–	–	0.3%	58
2013 Q4	$258K	Buy	+2,854	New	+$234K	0.33%	54

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heritage Wealth Advisors's AXP Position: Q1 2026 in Review

Heritage Wealth Advisors increased its American Express (AXP) stake by 0.98% in Q1 2026, buying an estimated $4.69K and bringing the position to 1,440 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #142.

Heritage Wealth Advisors first reported a position in AXP in Q4 2013 and has held it in 43 quarters since. The position peaked at $811K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Heritage Wealth Advisors held 1,440 shares of American Express worth $436K as of Q1 2026.
Heritage Wealth Advisors bought 14 American Express shares in Q1 2026, an estimated $4.69K.
American Express made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #142 holding.
Heritage Wealth Advisors first reported a position in American Express in Q4 2013 and has held it in 43 quarters since.
Heritage Wealth Advisors's American Express position peaked at $811K in Q1 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.