AXP AMERICAN EXPRESS CO COM

Ownership history in Drexel Morgan & Co.  ·  52 quarters on record

AI Ownership Summary

Drexel Morgan & Co. reported AMERICAN EXPRESS CO COM (AXP) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.55% in 2025 Q4. The latest visible filing shows AXP at 5.55% 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 Drexel Morgan & Co.'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 5.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.55% 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 Drexel Morgan & Co. 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 95,918 0% 5.55% $35.5M 2026-02-14 (Est.) $337.50
2025 Q3 UNCHANGED 95,918 0% 5.00% $31.9M 2025-11-12 $371.94
2025 Q2 ADDED 95,918 +50,000 +108.9% 5.43% $30.6M 2025-08-12 $301.77
2025 Q1 UNCHANGED 45,918 0% 2.59% $12.4M 2025-05-08 $281.60
2024 Q4 REDUCED 45,918 -25,000 -35.3% 2.81% $13.6M 2025-02-11 $306.31
2024 Q3 UNCHANGED 70,918 0% 3.57% $19.2M 2024-10-28 $267.98
2024 Q2 UNCHANGED 70,918 0% 3.52% $16.4M 2024-08-12 $233.39
2024 Q1 UNCHANGED 70,918 0% 3.32% $16.1M 2024-04-30 $229.74
2023 Q4 ADDED 70,918 +35,000 +97.4% 3.07% $13.3M 2024-02-08 $206.69
2023 Q3 UNCHANGED 35,918 0% 1.46% $5.4M 2023-11-08 $149.26
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Drexel Morgan & Co. and AXP

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

How long has Drexel Morgan & Co. reported owning AXP?

Drexel Morgan & Co. reported AXP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AXP position in Drexel Morgan & Co.'s portfolio?

The largest reported portfolio weight for AXP was 5.55% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when Drexel Morgan & Co. reported 95,918 shares, equal to 5.55% of portfolio, with an estimated market value of $35.5M.

What does the chart on this AXP ownership page compare?

The chart compares Drexel Morgan & Co.'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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