AXP AMERICAN EXPRESS CO

Ownership history in Kearns & Associates LLC  ·  13 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported AMERICAN EXPRESS CO (AXP) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.54% in 2024 Q4. The latest visible filing shows AXP at 0.54% 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 Kearns & Associates 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 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% 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 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 Kearns & Associates LLC 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 UNCHANGED 2,800 0% 0.54% $1.0M 2026-02-14 (Est.) $337.50
2025 Q3 UNCHANGED 2,800 0% 0.49% $930K 2025-10-22 $351.22
2025 Q2 UNCHANGED 2,800 0% 0.51% $893K 2025-07-09 $315.85
2025 Q1 UNCHANGED 2,800 0% 0.49% $753K 2025-05-15 $297.38
2024 Q4 UNCHANGED 2,800 0% 0.54% $831K 2025-01-23 $322.44
2024 Q3 UNCHANGED 2,800 0% 0.50% $759K 2024-10-29 $266.95
2024 Q2 UNCHANGED 2,800 0% 0.48% $648K 2024-08-01 $244.84
2024 Q1 UNCHANGED 2,800 0% 0.49% $638K 2024-05-10 $237.85
2023 Q4 UNCHANGED 2,800 0% 0.45% $525K 2024-01-24 $181.85
2023 Q3 UNCHANGED 2,800 0% 0.39% $418K 2023-11-13 $150.55
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kearns & Associates 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 Kearns & Associates LLC reported owning AXP?

Kearns & Associates LLC reported AXP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AXP position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for AXP was 0.54% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when Kearns & Associates LLC reported 2,800 shares, equal to 0.54% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AXP ownership page compare?

The chart compares Kearns & Associates 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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