VAN STRUM & TOWNE INC. AXP — AMERICAN EXPRESS CO COM

Ownership history in VAN STRUM & TOWNE INC.  ·  98 quarters on record

AI Ownership Summary

VAN STRUM & TOWNE INC. reported AMERICAN EXPRESS CO COM (AXP) in 98 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.03% in 2025 Q4. The latest visible filing shows AXP at 0.88% 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 VAN STRUM & TOWNE INC.'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
2026 Q1

AXP was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% 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
2023 Q4 to 2026 Q1

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 VAN STRUM & TOWNE INC. fund profile VAN STRUM & TOWNE INC. full holdings
How VAN STRUM & TOWNE INC. held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 9,990 — 0% 0.88% $3.0M 2026-05-07 $318.69
2025 Q4 UNCHANGED — — — 9,990 — 0% 1.03% $3.7M 2026-02-03 $348.53
2025 Q3 UNCHANGED — — — 9,990 — 0% 0.97% $3.3M 2025-10-31 $358.80
2025 Q2 UNCHANGED — — — 9,990 — 0% 1.01% $3.2M 2025-07-25 $309.16
2025 Q1 ADDED — — — 9,990 +1,750 +21.2% 0.90% $2.7M 2025-05-06 $272.51
2024 Q4 ADDED — — — 8,240 +1,100 +15.4% 0.86% $2.4M 2025-02-10 $306.03
2024 Q3 UNCHANGED — — — 7,140 — 0% 0.67% $1.9M 2024-11-12 $283.90
2024 Q2 UNCHANGED — — — 7,140 — 0% 0.60% $1.7M 2024-07-25 $235.73
2024 Q1 UNCHANGED — — — 7,140 — 0% 0.59% $1.6M 2024-05-03 $225.82
2023 Q4 UNCHANGED — — — 7,140 — 0% 0.52% $1.3M 2024-01-19 $178.69
88 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

Aquamarine Zurich AG 3Y 14.53% Rothschild & Co Wealth Management UK Ltd 3Y 13.17% BIRCH FINANCIAL GROUP, LLC 11.08% LB Partners LLC 8.14% MFF Capital Investments Ltd 8.01% CACTI ASSET MANAGEMENT LLC 3Y 7Y 7.16% Unison Asset Management LLC 3Y 6.55% Bretton Capital Management, LLC 6.39% PROVIDENT TRUST CO 3Y 7Y 5.8% Chapman Investment Management, LLC 3Y 5.38%

FAQ About VAN STRUM & TOWNE INC. and AXP

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

How long has VAN STRUM & TOWNE INC. reported owning AXP?

VAN STRUM & TOWNE INC. reported AXP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AXP position in VAN STRUM & TOWNE INC.'s portfolio?

The largest reported portfolio weight for AXP was 1.03% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q1, when VAN STRUM & TOWNE INC. reported 9,990 shares, equal to 0.88% of portfolio, with an estimated market value of $3.0M.

What does the chart on this AXP ownership page compare?

The chart compares VAN STRUM & TOWNE INC.'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.

How well did VAN STRUM & TOWNE INC. time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, VAN STRUM & TOWNE INC. correctly timed 40 out of 76 reported position changes (53%). The annualised alpha on AXP relative to SPY over the holding period was +2.0%.

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