Heritage Wealth Management (Ohio)
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Heritage Wealth Management (Ohio)’s American Express AXP Stock Holding History

Heritage Wealth Management (Ohio)’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
Q3 		$449K Sell
1,477
-25
-2% -$8.35K 0.11% 169
2026
Q2 		$508K Sell
1,502
-16
-1% -$5.12K 0.13% 161
2026
Q1 		$459K Sell
1,518
-111
-7% -$37.2K 0.23% 101
2025
Q4 		$603K Sell
1,629
-113
-6% -$40.4K 0.17% 131
2025
Q3 		$579K Sell
1,742
-92
-5% -$29.3K 0.17% 127
2025
Q2 		$585K Hold
1,834
– – 0.19% 121
2025
Q1 		$493K Buy
1,834
+465
+34% +$137K 0.17% 132
2024
Q4 		$406K Sell
1,369
-40
-3% -$11.5K 0.14% 152
2024
Q3 		$382K Hold
1,409
– – 0.13% 160
2024
Q2 		$332K Buy
+1,409
New +$326K 0.11% 171

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s AXP Position: Q3 2026 in Review

Heritage Wealth Management (Ohio) reduced its American Express (AXP) stake by 1.7% in Q3 2026, selling an estimated $8.35K and leaving 1,477 shares worth $449K. The position accounts for 0.11% of the portfolio, ranked #169.

Heritage Wealth Management (Ohio) first reported a position in AXP in Q2 2024 and has held it in 10 quarters since. The position peaked at $603K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Heritage Wealth Management (Ohio) held 1,477 shares of American Express worth $449K as of Q3 2026.
  • Heritage Wealth Management (Ohio) sold 25 American Express shares in Q3 2026, an estimated $8.35K.
  • American Express made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q3 2026, its #169 holding.
  • Heritage Wealth Management (Ohio) first reported a position in American Express in Q2 2024 and has held it in 10 quarters since.
  • Heritage Wealth Management (Ohio)'s American Express position peaked at $603K in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2026, filed 28 Oct 2026.