Ownership history in HEADINVEST, LLC · 73 quarters on record
This page tracks every 13F SEC filing in which HEADINVEST, LLC reported a position in American Exp COM (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 27,214 | -927 | -3.3% | 2.00% | $10.1M | $369.13 |
| 2025 Q3 | REDUCED | 28,141 | -938 | -3.2% | 1.93% | $9.3M | $330.59 |
| 2025 Q2 | REDUCED | 29,079 | -3,455 | -10.6% | 1.98% | $9.3M | $316.67 |
| 2025 Q1 | REDUCED | 32,534 | -1,882 | -5.5% | 1.70% | $8.8M | $266.22 |
As of 2025 Q4 — sorted by position size