AXP American Express COM

Ownership history in BAXTER BROS INC  ·  85 quarters on record

This page tracks every 13F SEC filing in which BAXTER BROS INC reported a position in American Express 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.

Peak position
8.96% (2003 Q2)
Avg. % of fund
3.08%
First filed
1999 Q3
Last filed
2025 Q4
Quarters held
85
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 78,373 -2,665 -3.3% 3.36% $29.0M $369.13
2025 Q3 REDUCED 81,038 -2,135 -2.6% 3.11% $26.9M $330.59
2025 Q2 ADDED 83,173 +4,521 +5.7% 3.25% $26.5M $316.67
2025 Q1 REDUCED 78,652 -994 -1.2% 2.79% $21.2M $266.22
81 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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