AXP — AMERICAN EXPRESS CO

Ownership history in COBBLESTONE CAPITAL ADVISORS LLC /NY/  ·  79 quarters on record

AI Ownership Summary

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported AMERICAN EXPRESS CO (AXP) in 79 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.41% in 2024 Q1. The latest visible filing shows AXP at 1.08% 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 COBBLESTONE CAPITAL ADVISORS LLC /NY/'s position in AMERICAN EXPRESS CO, 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 Q3

AXP was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2024 Q1

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 Q3

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.

AXP stock page COBBLESTONE CAPITAL ADVISORS LLC /NY/ fund profile COBBLESTONE CAPITAL ADVISORS LLC /NY/ full holdings
How COBBLESTONE CAPITAL ADVISORS LLC /NY/ 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 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 67,740 -316 -0.5% 1.08% $22.5M 2025-11-14 (Est.) $355.27
2025 Q2 REDUCED 68,056 -588 -0.9% 1.11% $21.7M 2025-08-01 $291.95
2025 Q1 REDUCED 68,644 -13,082 -16.0% 1.01% $18.5M 2025-05-12 $295.82
2024 Q4 REDUCED 81,726 -1,868 -2.2% 1.32% $24.3M 2025-02-05 $316.16
2024 Q3 REDUCED 83,594 -1,906 -2.2% 1.27% $22.7M 2024-11-14 $283.70
2024 Q2 REDUCED 85,500 -12,803 -13.0% 1.22% $19.8M 2024-08-06 $226.84
2024 Q1 REDUCED 98,303 -713 -0.7% 1.41% $22.4M 2024-05-03 $225.82
2023 Q4 REDUCED 99,016 -227 -0.2% 1.22% $18.5M 2024-02-09 $207.27
71 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AXP

As of 2026 Q1 — sorted by position size

Aquamarine Zurich AG 3Y 14.53% BIRCH FINANCIAL GROUP, LLC 11.08% CACTI ASSET MANAGEMENT LLC 3Y 7Y 7.16% Focused Investors LLC 3Y 7Y 4.94% Titiun Yejiel 4.88% Torrey Growth & Income Advisors 3.76% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 3.44% Westend Capital Management, LLC 3Y 7Y 3.23% Chemistry Wealth Management LLC 3Y 2.86% ROFFMAN MILLER ASSOCIATES INC /PA/ 3Y 7Y 2.69%

FAQ About COBBLESTONE CAPITAL ADVISORS LLC /NY/ and AXP

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

How long has COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported owning AXP?

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported AXP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AXP position in COBBLESTONE CAPITAL ADVISORS LLC /NY/'s portfolio?

The largest reported portfolio weight for AXP was 1.41% in 2024 Q1.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q3, when COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported 67,740 shares, equal to 1.08% of portfolio, with an estimated market value of $22.5M.

What does the chart on this AXP ownership page compare?

The chart compares COBBLESTONE CAPITAL ADVISORS LLC /NY/'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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