Back to AXP
Stokes Capital Advisors, LLC → AXP
Stokes Capital Advisors, LLC AXP Position History
American Express Company • Financial Services
Quarters held
9
Latest value
$9.1M
Q3 2026
Peak value
$12.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.9M |
| Q1 2026 | $9.8M |
| Q1 2026 | $422K |
| Q1 2026 | $9.8M |
| Q1 2026 | $422K |
| Q2 2026 | $10.6M |
| Q2 2026 | $472K |
| Q3 2026 | $411K |
| Q3 2026 | $9.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.1M | 29.9K | — | — |
| Q3 2026 | $411K | 1.4K | — | — |
| Q2 2026 | $472K | 1.4K | — | — |
| Q2 2026 | $10.6M | 31.4K | — | — |
| Q1 2026 | $422K | 1.4K | — | — |
| Q1 2026 | $9.8M | 32.3K | — | — |
| Q1 2026 | $422K | 1.4K | — | — |
| Q1 2026 | $9.8M | 32.3K | — | — |
| Q4 2025 | $12.9M | 34.9K | — | — |
Other funds holding AXP
$55.1B
$50.4B
$49.5B
$47.5B
$45.1B
$44.2B
$40.4B
$40.1B