CONNORS INVESTOR SERVICES INC AXP — AMERICAN EXPRESS COM

Ownership history in CONNORS INVESTOR SERVICES INC  ·  61 quarters on record

AI Ownership Summary

CONNORS INVESTOR SERVICES INC reported AMERICAN EXPRESS COM (AXP) in 61 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.82% in 2024 Q4. The latest visible filing shows AXP at 1.09% 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 CONNORS INVESTOR SERVICES 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
2026 Q2

AXP was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% 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
2024 Q1 to 2026 Q2

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 CONNORS INVESTOR SERVICES INC fund profile CONNORS INVESTOR SERVICES INC full holdings
How CONNORS INVESTOR SERVICES 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 37,104 +36,486 +5903.9% 1.09% $12.6M 2026-08-14 $342.48
2025 Q4 REDUCED 21.8% -18.1% ✅ 618 -172 -21.8% 0.02% $229K 2026-02-09 $357.55
2025 Q3 REDUCED — — — 790 -30 -3.7% 0.02% $262K 2025-11-25 $359.71
2025 Q2 REDUCED 98.8% +7.6% ❌ 820 -65,354 -98.8% 0.02% $262K 2025-07-30 $300.20
2025 Q1 ADDED — — — 66,174 +623 +1.0% 1.77% $17.8M 2025-05-12 $295.01
2024 Q4 REDUCED — — — 65,551 -602 -0.9% 1.82% $19.5M 2025-02-14 $305.96
2024 Q3 REDUCED — — — 66,153 -294 -0.4% 1.73% $17.9M 2024-11-14 $282.92
2024 Q2 ADDED — — — 66,447 +24,160 +57.1% 1.60% $15.4M 2024-08-09 $232.81
2024 Q1 REDUCED 50.1% +3.0% ❌ 42,287 -42,378 -50.1% 1.02% $9.6M 2024-05-10 $236.46
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AXP

As of 2026 Q2 — sorted by position size

Factorial Partners, LLC 3Y 7Y 100.0% BERKSHIRE HATHAWAY INC 3Y 7Y 17.14% Aquamarine Zurich AG 3Y 15.26% Rothschild & Co Wealth Management UK Ltd 3Y 13.86% Global Frontier Investments LLC 3Y 13.58% Formuepleje A/S 10.8% BIRCH FINANCIAL GROUP, LLC 10.8% S&G Foundation 10.11% GFI Investment Counsel Ltd. 3Y 7Y 8.44% MFF Capital Investments Ltd 8.26%

FAQ About CONNORS INVESTOR SERVICES 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 CONNORS INVESTOR SERVICES INC reported owning AXP?

CONNORS INVESTOR SERVICES INC reported AXP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AXP position in CONNORS INVESTOR SERVICES INC's portfolio?

The largest reported portfolio weight for AXP was 1.82% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q2, when CONNORS INVESTOR SERVICES INC reported 37,104 shares, equal to 1.09% of portfolio, with an estimated market value of $12.6M.

What does the chart on this AXP ownership page compare?

The chart compares CONNORS INVESTOR SERVICES 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.

How well did CONNORS INVESTOR SERVICES INC time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, CONNORS INVESTOR SERVICES INC correctly timed 32 out of 53 reported position changes (60%). The annualised alpha on AXP relative to SPY over the holding period was +3.2%.

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