AXP β€” American Express Co

Ownership history in ROSS\JOHNSON & Associates LLC  Β·  5 quarters on record

AI Ownership Summary

ROSS\JOHNSON & Associates LLC reported American Express Co (AXP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.69% in 2025 Q4. The latest visible filing shows AXP at 0.69% 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 ROSS\JOHNSON & 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 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% 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
2024 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.

How ROSS\JOHNSON & Associates LLC held AXP β€” position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 100 β€” 0% 0.69% $37K 2026-02-14 (Est.) $337.50
2025 Q3 UNCHANGED 100 β€” 0% 0.63% $33K 2025-11-10 $367.06
2025 Q2 REDUCED 100 -25 -20.0% 0.66% $32K 2025-08-15 $304.02
2025 Q1 ADDED 125 +25 +25.0% 0.58% $34K 2025-05-16 $297.55
2024 Q4 INITIATED 100 β€” β€” 0.69% $30K 2025-02-14 $307.76

FAQ About ROSS\JOHNSON & 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 ROSS\JOHNSON & Associates LLC reported owning AXP?

ROSS\JOHNSON & Associates LLC reported AXP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AXP position in ROSS\JOHNSON & Associates LLC's portfolio?

The largest reported portfolio weight for AXP was 0.69% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when ROSS\JOHNSON & Associates LLC reported 100 shares, equal to 0.69% of portfolio, with an estimated market value of $37K.

What does the chart on this AXP ownership page compare?

The chart compares ROSS\JOHNSON & 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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