AXP AMERICAN EXPRESS CO COM

Ownership history in SHAYNE & JACOBS, LLC  ·  65 quarters on record

AI Ownership Summary

SHAYNE & JACOBS, LLC reported AMERICAN EXPRESS CO COM (AXP) in 65 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.92% in 2024 Q4. The latest visible filing shows AXP at 4.62% 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 SHAYNE & JACOBS, LLC's position in AMERICAN EXPRESS CO 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.

Freshest filing
Latest Reported Filing
2025 Q4

AXP was reported at 4.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.92% 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 Q3 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 SHAYNE & JACOBS, LLC held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,284 -106 -0.3% 4.62% $15.3M 2026-02-14 (Est.) $337.50
2025 Q3 UNCHANGED 41,390 0% 4.26% $13.7M 2025-11-05 $364.99
2025 Q2 REDUCED 41,390 -21,792 -34.5% 4.36% $13.2M 2025-07-24 $306.79
2025 Q1 REDUCED 63,182 -150 -0.2% 4.18% $17.0M 2025-05-02 $274.84
2024 Q4 REDUCED 63,332 -750 -1.2% 4.92% $18.8M 2025-02-05 $317.15
2024 Q3 REDUCED 64,082 -220 -0.3% 4.36% $17.4M 2024-10-23 $267.74
2024 Q2 UNCHANGED 64,302 0% 4.13% $14.9M 2024-07-19 $238.64
2024 Q1 REDUCED 64,302 -320 -0.5% 3.98% $14.6M 2024-05-08 $231.91
2023 Q4 ADDED 64,622 +260 +0.4% 3.76% $12.1M 2024-02-07 $204.61
2023 Q3 ADDED 64,362 +18,712 +41.0% 3.20% $9.6M 2023-11-08 $149.26
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHAYNE & JACOBS, 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 SHAYNE & JACOBS, LLC reported owning AXP?

SHAYNE & JACOBS, LLC reported AXP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AXP position in SHAYNE & JACOBS, LLC's portfolio?

The largest reported portfolio weight for AXP was 4.92% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when SHAYNE & JACOBS, LLC reported 41,284 shares, equal to 4.62% of portfolio, with an estimated market value of $15.3M.

What does the chart on this AXP ownership page compare?

The chart compares SHAYNE & JACOBS, 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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