AXP AMERICAN EXPRESS CO

Ownership history in COOKSON PEIRCE & CO INC  ·  21 quarters on record

AI Ownership Summary

COOKSON PEIRCE & CO INC reported AMERICAN EXPRESS CO (AXP) in 21 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.71% in 2025 Q4. The latest visible filing shows AXP at 2.71% 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 COOKSON PEIRCE & CO INC'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 Q4

AXP was reported at 2.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.71% 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
2024 Q2 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 COOKSON PEIRCE & CO INC held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 176,958 +911 +0.5% 2.71% $65.5M 2026-02-14 (Est.) $336.44
2025 Q3 REDUCED 176,047 -5,665 -3.1% 2.40% $58.5M 2025-11-06 $363.77
2025 Q2 REDUCED 181,712 -3,138 -1.7% 2.55% $58.0M 2025-07-30 $301.02
2025 Q1 REDUCED 184,850 -738 -0.4% 2.50% $49.7M 2025-05-13 $299.16
2024 Q4 ADDED 185,588 +25,710 +16.1% 2.50% $55.1M 2025-02-06 $315.78
2024 Q3 ADDED 159,878 +145,603 +1020.0% 2.03% $43.4M 2024-11-12 $283.90
2024 Q2 REDUCED 14,275 -72,308 -83.5% 0.16% $3.3M 2024-08-14 $239.24
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COOKSON PEIRCE & CO 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 COOKSON PEIRCE & CO INC reported owning AXP?

COOKSON PEIRCE & CO INC reported AXP across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AXP position in COOKSON PEIRCE & CO INC's portfolio?

The largest reported portfolio weight for AXP was 2.71% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when COOKSON PEIRCE & CO INC reported 176,958 shares, equal to 2.71% of portfolio, with an estimated market value of $65.5M.

What does the chart on this AXP ownership page compare?

The chart compares COOKSON PEIRCE & CO 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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