AXP — AMERICAN EXPRESS

Ownership history in Dempze Nancy E · 7 quarters on record

This page tracks every 13F SEC filing in which Dempze Nancy E reported a position in AMERICAN EXPRESS (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.54% (2025 Q4)

Avg. % of fund

0.54%

First filed

2024 Q2

Last filed

2025 Q4

Quarters held

7

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	8,011	+2,953	+58.4%	1.54%	$3.0M	$369.13
2025 Q3	ADDED	5,058	+1,599	+46.2%	0.92%	$1.7M	$330.59
2025 Q2	ADDED	3,459	+2,344	+210.2%	0.64%	$1.1M	$316.67
2025 Q1	ADDED	1,115	+115	+11.5%	0.18%	$300K	$266.22

% of Fund (quarterly) AXP price (monthly, adj. close)

Other funds also holding AXP

As of 2025 Q4 — sorted by position size

BERKSHIRE HATHAWAY INC 3Y 7Y 20.46% Rothschild & Co Wealth Management UK Ltd 3Y 16.91% Aquamarine Zurich AG 3Y 16.3% LB Partners LLC 10.93% Colter Lewis Investment Partners LLC 10.26% CACTI ASSET MANAGEMENT LLC 3Y 7Y 8.85% MFF Capital Investments Ltd 8.82% Bretton Capital Management, LLC 7.15% GFI Investment Counsel Ltd. 3Y 7Y 6.92% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 6.89%

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