AXP β€” AMERICAN EXPRESS CO

Ownership history in Galvin, Gaustad & Stein, LLC  Β·  12 quarters on record

AI Ownership Summary

Galvin, Gaustad & Stein, LLC reported AMERICAN EXPRESS CO (AXP) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2025 Q2. The latest visible filing shows AXP at 1.69% 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 Galvin, Gaustad & Stein, LLC'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 1.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2025 Q2

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.

How Galvin, Gaustad & Stein, LLC held AXP β€” position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 58,382 -7,013 -10.7% 1.69% $21.6M 2026-02-14 (Est.) $337.50
2025 Q3 REDUCED 65,395 -4,079 -5.9% 1.76% $21.7M 2025-10-22 $351.22
2025 Q2 ADDED 69,474 +60 +0.1% 1.91% $22.2M 2025-07-24 $306.79
2025 Q1 REDUCED 69,414 -700 -1.0% 1.67% $18.7M 2025-05-07 $274.24
2024 Q4 REDUCED 70,114 -526 -0.7% 1.86% $20.8M 2025-01-17 $309.27
2024 Q3 ADDED 70,640 +1,068 +1.5% 1.71% $19.2M 2024-11-01 $269.19
2024 Q2 ADDED 69,572 +11,564 +19.9% 1.50% $16.1M 2024-07-17 $246.10
2024 Q1 ADDED 58,008 +56,687 +4291.2% 1.22% $13.2M 2024-04-15 $214.39
2023 Q4 REDUCED 1,321 -54 -3.9% 0.02% $247K 2024-01-11 $181.07
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Galvin, Gaustad & Stein, LLC and AXP

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

How long has Galvin, Gaustad & Stein, LLC reported owning AXP?

Galvin, Gaustad & Stein, LLC reported AXP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in Galvin, Gaustad & Stein, LLC's portfolio?

The largest reported portfolio weight for AXP was 1.91% in 2025 Q2.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when Galvin, Gaustad & Stein, LLC reported 58,382 shares, equal to 1.69% of portfolio, with an estimated market value of $21.6M.

What does the chart on this AXP ownership page compare?

The chart compares Galvin, Gaustad & Stein, LLC'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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