AXP AMERICAN EXPRESS CO

Ownership history in Heard Capital LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Heard Capital LLC reported a position in AMERICAN EXPRESS CO (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.

Peak position
7.76% (2025 Q3)
Avg. % of fund
5.3%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 346,135 -85,605 -19.8% 6.01% $128.1M $369.13
2025 Q3 ADDED 431,740 +45,745 +11.9% 7.76% $143.4M $330.59
2025 Q2 REDUCED 385,995 -16,470 -4.1% 6.43% $123.1M $316.67
2025 Q1 ADDED 402,465 +21,335 +5.6% 6.43% $108.3M $266.22
2024 Q4 ADDED 381,130 +7,203 +1.9% 6.73% $113.1M $292.98
2024 Q3 REDUCED 373,927 -3,253 -0.9% 5.69% $101.4M $267.02
2024 Q2 REDUCED 377,180 -18,055 -4.6% 5.33% $87.3M $227.30
2024 Q1 REDUCED 395,235 -55,744 -12.4% 5.64% $90.0M $222.82
2023 Q4 REDUCED 450,979 -27,919 -5.8% 5.61% $84.5M $182.74
2023 Q3 ADDED 478,898 +99,983 +26.4% 5.27% $71.4M $144.93
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AXP price (monthly, adj. close)
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