AXP — AMERICAN EXPRESS CO COM

Ownership history in TIMUCUAN ASSET MANAGEMENT INC/FL  ·  24 quarters on record

AI Ownership Summary

TIMUCUAN ASSET MANAGEMENT INC/FL reported AMERICAN EXPRESS CO COM (AXP) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.86% in 2024 Q4. The latest visible filing shows AXP at 6.89% 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 TIMUCUAN ASSET MANAGEMENT INC/FL'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 6.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.86% 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 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.

AXP stock page TIMUCUAN ASSET MANAGEMENT INC/FL fund profile TIMUCUAN ASSET MANAGEMENT INC/FL full holdings
How TIMUCUAN ASSET MANAGEMENT INC/FL held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 573,278 -13,193 -2.2% 6.89% $212.1M 2026-02-14 (Est.) $336.44
2025 Q3 REDUCED 586,471 -221,239 -27.4% 5.71% $194.8M 2025-11-13 $362.77
2025 Q2 REDUCED 807,710 -1,120 -0.1% 7.54% $257.6M 2025-08-13 $304.45
2025 Q1 REDUCED 808,830 -166,674 -17.1% 6.77% $217.6M 2025-05-14 $296.99
2024 Q4 REDUCED 975,504 -2,762 -0.3% 8.86% $289.5M 2025-02-13 $303.30
2024 Q3 REDUCED 978,266 -10,858 -1.1% 8.05% $265.3M 2024-11-13 $283.05
2024 Q2 REDUCED 989,124 -4,476 -0.5% 7.87% $229.0M 2024-08-13 $234.56
2024 Q1 ADDED 993,600 +15,798 +1.6% 7.64% $226.2M 2024-05-14 $236.35
2023 Q4 REDUCED 977,802 -14,873 -1.5% 6.40% $183.2M 2024-02-13 $204.54
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AXP

As of 2026 Q1 — sorted by position size

Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 3.44% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 2.27% NEVILLE RODIE & SHAW INC 3Y 7Y 1.27% Marex Group plc 0.89% Byrne Asset Management LLC 3Y 0.58% Hilltop National Bank 0.56% Signature Wealth Management Group 3Y 7Y 0.36% BEACON FINANCIAL GROUP 3Y 7Y 0.25% Crumly & Associates Inc. 3Y 0.24% Vigilare Wealth Management 3Y 0.13%

FAQ About TIMUCUAN ASSET MANAGEMENT INC/FL and AXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has TIMUCUAN ASSET MANAGEMENT INC/FL reported owning AXP?

TIMUCUAN ASSET MANAGEMENT INC/FL reported AXP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in TIMUCUAN ASSET MANAGEMENT INC/FL's portfolio?

The largest reported portfolio weight for AXP was 8.86% in 2024 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when TIMUCUAN ASSET MANAGEMENT INC/FL reported 573,278 shares, equal to 6.89% of portfolio, with an estimated market value of $212.1M.

What does the chart on this AXP ownership page compare?

The chart compares TIMUCUAN ASSET MANAGEMENT INC/FL'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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