Prairie Sky Financial Group LLC AXP AMERICAN EXPRESS

Ownership history in Prairie Sky Financial Group LLC  ·  9 quarters on record

AI Ownership Summary

Prairie Sky Financial Group LLC reported AMERICAN EXPRESS (AXP) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.76% in 2024 Q4. The latest visible filing shows AXP at 0.73% 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 Prairie Sky Financial Group LLC's position in AMERICAN EXPRESS, 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 Q2

AXP was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% 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 2025 Q2

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 Prairie Sky Financial Group LLC 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 4,166 0% 0.73% $1.3M 2025-08-14 (Est.) $305.31
2025 Q1 REDUCED 4,166 -15 -0.4% 0.67% $1.1M 2025-04-15 $255.19
2024 Q4 UNCHANGED 4,181 0% 0.76% $1.2M 2025-01-17 $308.29
2024 Q3 UNCHANGED 4,181 0% 0.64% $1.1M 2024-10-15 $272.88
2024 Q2 UNCHANGED 4,181 0% 0.60% $968K 2024-07-22 $240.22
2024 Q1 UNCHANGED 4,181 0% 0.57% $952K 2024-04-16 $213.66
2023 Q4 ADDED 4,181 +66 +1.6% 0.51% $783K 2024-01-18 $175.39
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Prairie Sky Financial Group 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 Prairie Sky Financial Group LLC reported owning AXP?

Prairie Sky Financial Group LLC reported AXP across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported AXP position in Prairie Sky Financial Group LLC's portfolio?

The largest reported portfolio weight for AXP was 0.76% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q2, when Prairie Sky Financial Group LLC reported 4,166 shares, equal to 0.73% of portfolio, with an estimated market value of $1.3M.

What does the chart on this AXP ownership page compare?

The chart compares Prairie Sky Financial Group 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.

How well did Prairie Sky Financial Group LLC time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, Prairie Sky Financial Group LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AXP relative to SPY over the holding period was +10.4%.

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