AXP β€” AMERICAN EXPRESS CO

Ownership history in Crumly & Associates Inc.  Β·  9 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported AMERICAN EXPRESS CO (AXP) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q4. The latest visible filing shows AXP at 0.24% 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.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates 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
2026 Q1

AXP was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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 Q1 to 2026 Q1

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 Crumly & Associates Inc. held AXP β€” position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,734 +273 +7.9% 0.24% $1.1M 2026-05-15 (Est.) $300.18
2025 Q4 REDUCED 3,461 -55 -1.6% 0.27% $1.3M 2026-01-14 $357.13
2025 Q3 ADDED 3,516 +1,516 +75.8% 0.26% $1.2M 2025-11-03 $359.68
2025 Q2 REDUCED 2,000 -122 -5.7% 0.16% $638K 2025-07-02 $322.23
2025 Q1 REDUCED 2,122 -88 -4.0% 0.16% $571K 2025-04-22 $249.80
2024 Q4 REDUCED 2,210 -52 -2.3% 0.18% $656K 2025-02-03 $312.21
2024 Q3 ADDED 2,262 +55 +2.5% 0.17% $613K 2024-11-01 $268.34
2024 Q2 ADDED 2,207 +71 +3.3% 0.15% $511K 2024-08-02 $227.98
2024 Q1 INITIATED 2,136 β€” β€” 0.13% $486K 2024-05-01 $226.50

FAQ About Crumly & Associates 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 Crumly & Associates Inc. reported owning AXP?

Crumly & Associates Inc. reported AXP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AXP position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for AXP was 0.27% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 3,734 shares, equal to 0.24% of portfolio, with an estimated market value of $1.1M.

What does the chart on this AXP ownership page compare?

The chart compares Crumly & Associates 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.

← Back to Crumly & Associates Inc. Holdings