AXP — Amer. Express COM

Ownership history in MOUNT VERNON ASSOCIATES INC /MD/  ·  100 quarters on record

AI Ownership Summary

MOUNT VERNON ASSOCIATES INC /MD/ reported Amer. Express COM (AXP) in 100 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.65% in 2025 Q4. The latest visible filing shows AXP at 4.65% 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 MOUNT VERNON ASSOCIATES INC /MD/'s position in Amer. 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 4.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.65% in 2025 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 MOUNT VERNON ASSOCIATES INC /MD/ fund profile MOUNT VERNON ASSOCIATES INC /MD/ full holdings
How MOUNT VERNON ASSOCIATES INC /MD/ held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 18,702 +50 +0.3% 4.65% $6.9M 2026-02-14 (Est.) $336.44
2025 Q3 ADDED 18,652 +85 +0.5% 4.32% $6.2M 2025-10-24 $355.64
2025 Q2 REDUCED 18,567 -20 -0.1% 4.28% $5.9M 2025-07-22 $301.74
2025 Q1 ADDED 18,587 +270 +1.5% 4.08% $5.0M 2025-04-23 $257.44
2024 Q4 REDUCED 18,317 -24 -0.1% 4.24% $5.4M 2025-01-14 $296.26
2024 Q3 ADDED 18,341 +250 +1.4% 3.95% $5.0M 2024-10-15 $272.88
2024 Q2 UNCHANGED 18,091 — 0% 3.71% $4.2M 2024-07-19 $237.89
2024 Q1 REDUCED 18,091 -55 -0.3% 3.50% $4.1M 2024-04-22 $228.00
2023 Q4 REDUCED 18,146 -200 -1.1% 3.33% $3.4M 2024-01-26 $196.50
91 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

Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 3.44% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 2.27% NEVILLE RODIE & SHAW INC 3Y 7Y 1.27% Marex Group plc 0.89% Coastline Trust Co 3Y 7Y 0.78% Byrne Asset Management LLC 3Y 0.58% Hilltop National Bank 0.56% Signature Wealth Management Group 3Y 7Y 0.36% Ridgewood Investments LLC 3Y 7Y 0.33% BEACON FINANCIAL GROUP 3Y 7Y 0.25%

FAQ About MOUNT VERNON ASSOCIATES INC /MD/ and AXP

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

How long has MOUNT VERNON ASSOCIATES INC /MD/ reported owning AXP?

MOUNT VERNON ASSOCIATES INC /MD/ reported AXP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in MOUNT VERNON ASSOCIATES INC /MD/'s portfolio?

The largest reported portfolio weight for AXP was 4.65% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when MOUNT VERNON ASSOCIATES INC /MD/ reported 18,702 shares, equal to 4.65% of portfolio, with an estimated market value of $6.9M.

What does the chart on this AXP ownership page compare?

The chart compares MOUNT VERNON ASSOCIATES INC /MD/'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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