AXP AMERICAN EXPRESS COM

Ownership history in Clark Capital Management Group, Inc.  ·  63 quarters on record

AI Ownership Summary

Clark Capital Management Group, Inc. reported AMERICAN EXPRESS COM (AXP) in 63 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.2% in 2024 Q4. The latest visible filing shows AXP at 0.93% 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 Clark Capital Management Group, Inc.'s position in AMERICAN EXPRESS 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 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 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 Clark Capital Management Group, Inc. 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 408,348 +4,020 +1.0% 0.93% $151.1M 2026-02-14 (Est.) $336.44
2025 Q3 REDUCED 404,328 -22,894 -5.4% 0.84% $134.3M 2025-11-14 $355.27
2025 Q2 ADDED 427,222 +8,904 +2.1% 0.95% $136.3M 2025-08-14 $305.31
2025 Q1 REDUCED 418,318 -160,824 -27.8% 0.81% $112.5M 2025-05-15 $296.44
2024 Q4 ADDED 579,142 +7,528 +1.3% 1.20% $171.9M 2025-02-14 $306.79
2024 Q3 ADDED 571,614 +15,715 +2.8% 1.06% $155.0M 2024-11-14 $283.70
2024 Q2 ADDED 555,899 +11,532 +2.1% 0.95% $128.7M 2024-08-14 $239.24
2024 Q1 ADDED 544,367 +73,735 +15.7% 0.92% $123.9M 2024-05-15 $236.52
2023 Q4 REDUCED 470,632 -80,853 -14.7% 0.72% $88.2M 2024-02-14 $205.74
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clark Capital Management Group, Inc. and AXP

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

How long has Clark Capital Management Group, Inc. reported owning AXP?

Clark Capital Management Group, Inc. reported AXP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in Clark Capital Management Group, Inc.'s portfolio?

The largest reported portfolio weight for AXP was 1.20% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when Clark Capital Management Group, Inc. reported 408,348 shares, equal to 0.93% of portfolio, with an estimated market value of $151.1M.

What does the chart on this AXP ownership page compare?

The chart compares Clark Capital Management Group, Inc.'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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