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 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

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 Management (Ohio)'s AXP Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its American Express (AXP) stake by 6.8% in Q1 2026, selling an estimated $37.2K and leaving 1,518 shares worth $459K. The position accounts for 0.23% of the portfolio, ranked #101.

Heritage Wealth Management (Ohio) first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $603K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Heritage Wealth Management (Ohio) held 1,518 shares of American Express worth $459K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 111 American Express shares in Q1 2026, an estimated $37.2K.
American Express made up 0.23% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #101 holding.
Heritage Wealth Management (Ohio) first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s American Express position peaked at $603K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.