AXP AMERICAN EXPRESS CO COM

Ownership history in OPPENHEIMER & CO INC  ·  106 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported AMERICAN EXPRESS CO COM (AXP) in 106 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.28% in 2025 Q2. The latest visible filing shows AXP at 0.26% 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 OPPENHEIMER & 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
2025 Q3

AXP was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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 Q3 to 2025 Q3

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 OPPENHEIMER & CO INC 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 Q3 REDUCED 64,754 -1,414 -2.1% 0.26% $21.5M 2025-11-06 $364.92
2025 Q2 ADDED 66,168 +9,259 +16.3% 0.28% $21.1M 2025-07-31 $297.89
2025 Q1 ADDED 56,909 +6,900 +13.8% 0.23% $15.3M 2025-04-23 $258.26
2024 Q4 ADDED 50,009 +4,959 +11.0% 0.22% $14.8M 2025-02-05 $317.15
2024 Q3 REDUCED 45,050 -3,734 -7.7% 0.19% $12.2M 2024-11-05 $272.39
2024 Q2 REDUCED 48,784 -2,091 -4.1% 0.18% $11.3M 2024-08-08 $229.94
2024 Q1 ADDED 50,875 +3,750 +8.0% 0.19% $11.6M 2024-05-07 $230.35
2023 Q4 REDUCED 47,125 -11,796 -20.0% 0.16% $8.8M 2024-02-13 $205.19
2023 Q3 REDUCED 58,921 -13,795 -19.0% 0.18% $8.8M 2023-11-08 $149.26
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & 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 OPPENHEIMER & CO INC reported owning AXP?

OPPENHEIMER & CO INC reported AXP across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported AXP position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for AXP was 0.28% in 2025 Q2.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 64,754 shares, equal to 0.26% of portfolio, with an estimated market value of $21.5M.

What does the chart on this AXP ownership page compare?

The chart compares OPPENHEIMER & 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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