SEC 13F Intelligence

Herbst Group, LLC / AXP

Herbst Group, LLC’s American Express Co Position

Does Herbst Group, LLC own American Express Co (AXP)? Not currently — the last reported position was 11.2K shares worth $4M in Q2 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$4M
Q2 2025
Shares
11.2K
% of Portfolio
+2.15%
Quarters Held
15
position exited

Position History AXP

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202511.2K$4M+2.15%
Q1 202511.2K$3M+2.13%
Q4 202412.1K$4M+2.25%
Q3 202414.0K$4M+2.36%
Q2 202413.3K$3M+1.87%
Q1 202413.0K$3M+1.83%
Q4 202312.7K$2M+1.53%
Q3 202312.6K$2M+1.34%
Q2 202311.6K$2M+1.40%
Q1 202311.5K$2M+1.34%
Q4 202211.4K$2M+1.36%
Q3 202211.1K$1M+1.23%
Q2 202210.4K$1M+1.15%
Q1 202210.4K$2M+1.27%
Q4 202110.2K$2M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Herbst Group, LLC’s full portfolio or all institutional holders of AXP.