AXP AMERICAN EXPRESS CO COM

Ownership history in BOYD WATTERSON ASSET MANAGEMENT LLC/OH  ·  99 quarters on record

AI Ownership Summary

BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported AMERICAN EXPRESS CO COM (AXP) in 99 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.96% in 2025 Q4. The latest visible filing shows AXP at 2.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOYD WATTERSON ASSET MANAGEMENT LLC/OH's position in AMERICAN EXPRESS CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AXP was reported at 2.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BOYD WATTERSON ASSET MANAGEMENT LLC/OH held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,762 +147 +0.5% 2.96% $10.3M 2026-02-14 (Est.) $336.44
2025 Q3 REDUCED 27,615 -262 -0.9% 2.73% $9.2M 2025-11-05 $363.84
2025 Q2 ADDED 27,877 +935 +3.5% 2.80% $8.9M 2025-08-01 $291.95
2025 Q1 REDUCED 26,942 -1,246 -4.4% 2.32% $7.2M 2025-05-06 $272.51
2024 Q4 REDUCED 28,188 -162 -0.6% 2.33% $8.4M 2025-02-03 $312.21
2024 Q3 REDUCED 28,350 -74 -0.3% 2.11% $7.7M 2024-10-22 $268.05
2024 Q2 REDUCED 28,424 -90 -0.3% 1.88% $6.6M 2024-08-14 $239.24
2024 Q1 ADDED 28,514 +332 +1.2% 2.33% $6.5M 2024-04-29 $233.80
2023 Q4 ADDED 28,182 +205 +0.7% 2.09% $5.3M 2024-02-02 $201.36
90 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BOYD WATTERSON ASSET MANAGEMENT LLC/OH and AXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported owning AXP?

BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported AXP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in BOYD WATTERSON ASSET MANAGEMENT LLC/OH's portfolio?

The largest reported portfolio weight for AXP was 2.96% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported 27,762 shares, equal to 2.96% of portfolio, with an estimated market value of $10.3M.

What does the chart on this AXP ownership page compare?

The chart compares BOYD WATTERSON ASSET MANAGEMENT LLC/OH's quarterly AXP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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