AXP β€” AMERICAN EXPRESS CO

Ownership history in Park Capital Management, LLC / WI  Β·  6 quarters on record

AI Ownership Summary

Park Capital Management, LLC / WI reported AMERICAN EXPRESS CO (AXP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows AXP at 0.31% 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.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Park Capital Management, LLC / WI'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
2026 Q1

AXP was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% 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
2024 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 Park Capital Management, LLC / WI held AXP β€” position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,042 -5 -0.5% 0.31% $315K 2026-04-15 $329.06
2025 Q4 REDUCED 1,047 -23 -2.1% 0.28% $387K 2026-01-20 $351.08
2025 Q3 ADDED 1,070 +28 +2.7% 0.28% $356K 2025-10-16 $321.39
2025 Q2 ADDED 1,042 +15 +1.5% 0.31% $332K 2025-07-10 $322.68
2025 Q1 ADDED 1,027 +45 +4.6% 0.32% $276K 2025-04-22 $249.80
2024 Q4 INITIATED 982 β€” β€” 0.35% $292K 2025-01-29 $310.95

FAQ About Park Capital Management, LLC / WI and AXP

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

How long has Park Capital Management, LLC / WI reported owning AXP?

Park Capital Management, LLC / WI reported AXP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AXP position in Park Capital Management, LLC / WI's portfolio?

The largest reported portfolio weight for AXP was 0.35% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q1, when Park Capital Management, LLC / WI reported 1,042 shares, equal to 0.31% of portfolio, with an estimated market value of $315K.

What does the chart on this AXP ownership page compare?

The chart compares Park Capital Management, LLC / WI'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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