AXP — AMERICAN EXPRESS

Ownership history in Elefante Mark B  ·  4 quarters on record

This page tracks every 13F SEC filing in which Elefante Mark B 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
1.51% (2025 Q4)
Avg. % of fund
0.81%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,642 +2,134 +47.3% 1.51% $2.5M $369.13
2025 Q3 ADDED 4,508 +1,899 +72.8% 0.96% $1.5M $330.59
2025 Q2 ADDED 2,609 +1,823 +231.9% 0.63% $832K $316.67
2025 Q1 INITIATED 786 — — 0.17% $211K $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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