EDGAR LOMAX CO/VA AXP — American Express Com

Ownership history in EDGAR LOMAX CO/VA  ·  59 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported American Express Com (AXP) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.36% in 2024 Q4. The latest visible filing shows AXP at 0.91% 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 EDGAR LOMAX CO/VA's position in American Express 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 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 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.

AXP stock page EDGAR LOMAX CO/VA fund profile EDGAR LOMAX CO/VA full holdings
How EDGAR LOMAX CO/VA held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 32,455 -770 -2.3% 0.91% $12.0M 2026-02-13 $336.44
2025 Q3 REDUCED 22.8% +13.3% ❌ 33,225 -9,820 -22.8% 0.86% $11.0M 2025-11-12 $370.77
2025 Q2 REDUCED — — — 43,045 -700 -1.6% 0.87% $13.7M 2025-08-12 $300.82
2025 Q1 REDUCED 64.6% +18.9% ❌ 43,745 -79,670 -64.6% 0.74% $11.8M 2025-05-14 $296.99
2024 Q4 REDUCED — — — 123,415 -2,350 -1.9% 2.36% $36.6M 2025-02-13 $303.30
2024 Q3 REDUCED — — — 125,765 -1,965 -1.5% 2.08% $34.1M 2024-11-14 $283.70
2024 Q2 REDUCED — — — 127,730 -2,275 -1.7% 1.92% $29.6M 2024-08-13 $234.56
2024 Q1 REDUCED 24.6% +3.0% ❌ 130,005 -42,395 -24.6% 1.83% $29.6M 2024-05-14 $236.35
2023 Q4 REDUCED — — — 172,400 -7,025 -3.9% 2.11% $32.3M 2024-02-09 $207.27
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AXP

As of 2026 Q1 — sorted by position size

BERKSHIRE HATHAWAY INC 3Y 7Y 17.43% Aquamarine Zurich AG 3Y 14.53% Rothschild & Co Wealth Management UK Ltd 3Y 13.17% BIRCH FINANCIAL GROUP, LLC 11.08% S&G Foundation 10.29% LB Partners LLC 8.14% MFF Capital Investments Ltd 8.01% GFI Investment Counsel Ltd. 3Y 7Y 7.85% Long Corridor Asset Management Ltd 3Y 7.21% CACTI ASSET MANAGEMENT LLC 3Y 7Y 7.16%

FAQ About EDGAR LOMAX CO/VA and AXP

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

How long has EDGAR LOMAX CO/VA reported owning AXP?

EDGAR LOMAX CO/VA reported AXP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for AXP was 2.36% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 32,455 shares, equal to 0.91% of portfolio, with an estimated market value of $12.0M.

What does the chart on this AXP ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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.

How well did EDGAR LOMAX CO/VA time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, EDGAR LOMAX CO/VA correctly timed 28 out of 57 reported position changes (49%). The annualised alpha on AXP relative to SPY over the holding period was +7.3%.

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