AXP — AMERICAN EXPRESS CO

Ownership history in W ADVISORS, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which W ADVISORS, LLC 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
0.13% (2025 Q2)
Avg. % of fund
0.13%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 737 — 0% 0.13% $245K $330.59
2025 Q2 INITIATED 737 — — 0.13% $235K $316.67
% 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% Rothschild & Co Wealth Management UK Ltd 3Y 16.91% 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%
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