AXP AMERICAN EXPRESS CO COM

Ownership history in J. L. Bainbridge & Co., Inc.  ·  21 quarters on record

AI Ownership Summary

J. L. Bainbridge & Co., Inc. reported AMERICAN EXPRESS CO COM (AXP) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.39% in 2024 Q4. The latest visible filing shows AXP at 1.62% 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 J. L. Bainbridge & Co., Inc.'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
2026 Q1

AXP was reported at 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.39% 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 2026 Q1

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 J. L. Bainbridge & Co., Inc. 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 60,220 -30,177 -33.4% 1.62% $18.2M 2026-04-22 $332.90
2025 Q4 REDUCED 90,397 -721 -0.8% 2.70% $33.4M 2026-01-14 $357.13
2025 Q3 REDUCED 91,118 -845 -0.9% 2.52% $30.3M 2025-10-17 $344.76
2025 Q2 REDUCED 91,963 -2,399 -2.5% 2.66% $29.3M 2025-08-12 $300.82
2025 Q1 REDUCED 94,362 -64,910 -40.8% 2.55% $25.4M 2025-04-24 $264.55
2024 Q4 REDUCED 159,272 -809 -0.5% 4.39% $47.3M 2025-02-10 $306.03
2024 Q3 REDUCED 160,081 -1,093 -0.7% 4.17% $43.4M 2024-11-12 $283.90
2024 Q2 ADDED 161,174 +382 +0.2% 3.70% $37.3M 2024-08-13 $234.56
2024 Q1 REDUCED 160,792 -900 -0.6% 3.90% $36.6M 2024-05-09 $234.01
2023 Q4 ADDED 161,692 +1,200 +0.7% 3.71% $30.3M 2024-02-12 $207.07
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J. L. Bainbridge & Co., Inc. and AXP

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

How long has J. L. Bainbridge & Co., Inc. reported owning AXP?

J. L. Bainbridge & Co., Inc. reported AXP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AXP position in J. L. Bainbridge & Co., Inc.'s portfolio?

The largest reported portfolio weight for AXP was 4.39% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q1, when J. L. Bainbridge & Co., Inc. reported 60,220 shares, equal to 1.62% of portfolio, with an estimated market value of $18.2M.

What does the chart on this AXP ownership page compare?

The chart compares J. L. Bainbridge & Co., Inc.'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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