SAXON WOODS ADVISORS LLC reported American Express Company COM (AXP) in 7 quarterly 13F filings .
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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAXON WOODS ADVISORS LLC's position in American Express Company 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.
See the most recent quarter where the fund disclosed this position.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
SAXON WOODS ADVISORS LLC reported AXP across 0 quarterly 13F filings.
This page shows the quarter-by-quarter portfolio weight history for AXP in SAXON WOODS ADVISORS LLC.
The most recent filing on this page is 2003 Q2, when SAXON WOODS ADVISORS LLC reported 48,550 shares, equal to 0.64% of portfolio, with an estimated market value of $2.2M.
The chart compares SAXON WOODS ADVISORS 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.
Based on 13F filing dates vs. subsequent AXP price moves, SAXON WOODS ADVISORS LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AXP relative to SPY over the holding period was +10.0%.