Back to AXP
HERITAGE INVESTORS MANAGEMENT CORP → AXP
HERITAGE INVESTORS MANAGEMENT CORP AXP Position History
American Express Company • Financial Services
Quarters held
5
Latest value
$44.3M
Q3 2026
Peak value
$57.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $52.8M |
| Q4 2025 | $57.4M |
| Q1 2026 | $46.8M |
| Q2 2026 | $51.5M |
| Q3 2026 | $44.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44.3M | 145.8K | — | — |
| Q2 2026 | $51.5M | 152.1K | — | — |
| Q1 2026 | $46.8M | 154.8K | — | — |
| Q4 2025 | $57.4M | 155.2K | — | — |
| Q3 2025 | $52.8M | 159.0K | — | — |
Other funds holding AXP
$55.1B
$50.4B
$49.5B
$47.5B
$45.1B
$44.2B
$40.4B
$40.1B