AXP AMERICAN EXPRESS CO. COM

Ownership history in DOHENY ASSET MANAGEMENT /CA  ·  48 quarters on record

AI Ownership Summary

DOHENY ASSET MANAGEMENT /CA reported AMERICAN EXPRESS CO. COM (AXP) in 48 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.23% in 2025 Q4. The latest visible filing shows AXP at 2.23% 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 DOHENY ASSET MANAGEMENT /CA's position in AMERICAN EXPRESS CO. 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
2025 Q4

AXP was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% 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
2023 Q3 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 DOHENY ASSET MANAGEMENT /CA held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,861 0% 2.23% $3.6M 2026-02-14 (Est.) $337.50
2025 Q3 UNCHANGED 9,861 0% 2.08% $3.3M 2025-11-12 $371.94
2025 Q2 UNCHANGED 9,861 0% 2.20% $3.1M 2025-08-14 $306.27
2025 Q1 ADDED 9,861 +41 +0.4% 2.08% $2.7M 2025-05-14 $297.93
2024 Q4 UNCHANGED 9,820 0% 2.17% $2.9M 2025-02-10 $306.99
2024 Q3 REDUCED 9,820 -3,578 -26.7% 1.82% $2.7M 2024-11-14 $284.60
2024 Q2 ADDED 13,398 +3,525 +35.7% 1.20% $1.3M 2024-08-07 $225.27
2024 Q1 REDUCED 9,873 -162 -1.6% 1.85% $2.2M 2024-05-08 $231.91
2023 Q4 REDUCED 10,035 -1,050 -9.5% 1.84% $1.9M 2024-02-06 $201.25
2023 Q3 REDUCED 11,085 -768 -6.5% 1.60% $1.7M 2023-11-08 $149.26
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DOHENY ASSET MANAGEMENT /CA and AXP

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

How long has DOHENY ASSET MANAGEMENT /CA reported owning AXP?

DOHENY ASSET MANAGEMENT /CA reported AXP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AXP position in DOHENY ASSET MANAGEMENT /CA's portfolio?

The largest reported portfolio weight for AXP was 2.23% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when DOHENY ASSET MANAGEMENT /CA reported 9,861 shares, equal to 2.23% of portfolio, with an estimated market value of $3.6M.

What does the chart on this AXP ownership page compare?

The chart compares DOHENY ASSET MANAGEMENT /CA'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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