AXP AMERICAN EXPRESS CO

Ownership history in Dundas Partners LLP  ·  32 quarters on record

AI Ownership Summary

Dundas Partners LLP reported AMERICAN EXPRESS CO (AXP) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.63% in 2025 Q4. The latest visible filing shows AXP at 4.63% 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 Dundas Partners LLP'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 4.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.63% 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 Dundas Partners LLP 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 REDUCED 177,649 -11,531 -6.1% 4.63% $65.7M 2026-02-14 (Est.) $337.50
2025 Q3 ADDED 189,180 +14,744 +8.5% 4.44% $62.8M 2025-11-13 $363.92
2025 Q2 UNCHANGED 174,436 0% 3.87% $55.6M 2025-08-12 $301.77
2025 Q1 UNCHANGED 174,436 0% 3.46% $46.9M 2025-05-13 $300.11
2024 Q4 UNCHANGED 174,436 0% 3.63% $51.8M 2025-02-07 $313.43
2024 Q3 ADDED 174,436 +6,817 +4.1% 3.40% $47.3M 2024-11-14 $284.60
2024 Q2 ADDED 167,619 +1,619 +1.0% 3.01% $38.8M 2024-08-14 $240.00
2024 Q1 UNCHANGED 166,000 0% 2.98% $37.8M 2024-05-14 $237.10
2023 Q4 UNCHANGED 166,000 0% 2.71% $31.1M 2024-02-08 $206.69
2023 Q3 ADDED 166,000 +45,177 +37.4% 2.43% $24.8M 2023-11-14 $153.06
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dundas Partners LLP and AXP

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

How long has Dundas Partners LLP reported owning AXP?

Dundas Partners LLP reported AXP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AXP position in Dundas Partners LLP's portfolio?

The largest reported portfolio weight for AXP was 4.63% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when Dundas Partners LLP reported 177,649 shares, equal to 4.63% of portfolio, with an estimated market value of $65.7M.

What does the chart on this AXP ownership page compare?

The chart compares Dundas Partners LLP'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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