AXP — AMERICAN EXPRESS CO

Ownership history in Rothschild & Co Wealth Management UK Ltd  ·  26 quarters on record

This page tracks every 13F SEC filing in which Rothschild & Co Wealth Management UK Ltd reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
16.91% (2025 Q4)
Avg. % of fund
12.42%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,906,722 +14,969 +0.5% 16.91% $1.08B $369.13
2025 Q3 ADDED 2,891,753 +76,639 +2.7% 15.45% $960.5M $330.59
2025 Q2 ADDED 2,815,114 +39,432 +1.4% 13.35% $898.0M $316.67
2025 Q1 ADDED 2,775,682 +11,014 +0.4% 12.57% $746.8M $266.22
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AXP price (monthly, adj. close)

Other funds also holding AXP

As of 2025 Q4 — sorted by position size

BERKSHIRE HATHAWAY INC 3Y 7Y 20.46% Aquamarine Zurich AG 3Y 16.3% LB Partners LLC 10.93% Colter Lewis Investment Partners LLC 10.26% CACTI ASSET MANAGEMENT LLC 3Y 7Y 8.85% MFF Capital Investments Ltd 8.82% Bretton Capital Management, LLC 7.15% GFI Investment Counsel Ltd. 3Y 7Y 6.92% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 6.89% XR Securities LLC 3Y 7Y 6.66%
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