SEC 13F Intelligence

Equitable Trust Co / AXP

Equitable Trust Co’s American Express Co Position

Does Equitable Trust Co own American Express Co (AXP)? Yes — 50.7K shares worth $15M (+0.71% of its 13F portfolio) as of Q1 2026, down from 55.2K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
50.7K
% of Portfolio
+0.71%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $43MQ4 ’18Q1 ’19: $50MQ2 ’19: $56MQ3 ’19: $48MQ4 ’19: $50MQ4 ’19Q1 ’20: $23MQ2 ’20: $19MQ3 ’20: $20MQ4 ’20: $21MQ4 ’20Q1 ’21: $21MQ2 ’21: $20MQ3 ’21: $20MQ4 ’21: $19MQ4 ’21Q1 ’22: $20MQ2 ’22: $18MQ3 ’22: $17MQ4 ’22: $19MQ4 ’22Q1 ’23: $20MQ2 ’23: $21MQ3 ’23: $18MQ4 ’23: $23MQ4 ’23Q1 ’24: $26MQ2 ’24: $16MQ3 ’24: $17MQ4 ’24: $18MQ4 ’24Q1 ’25: $16MQ2 ’25: $18MQ3 ’25: $19MQ4 ’25: $20MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.7K$15M+0.71%
Q4 202555.2K$20M+0.91%
Q3 202556.2K$19M+0.86%
Q2 202556.2K$18M+0.89%
Q1 202557.8K$16M+0.86%
Q4 202461.4K$18M+1.02%
Q3 202463.0K$17M+1.10%
Q2 202468.5K$16M+1.09%
Q1 2024112.7K$26M+1.78%
Q4 2023121.4K$23M+1.71%
Q3 2023121.5K$18M+1.50%
Q2 2023121.9K$21M+1.62%
Q1 2023122.1K$20M+1.59%
Q4 2022125.8K$19M+1.46%
Q3 2022127.0K$17M+1.43%
Q2 2022127.6K$18M+1.32%
Q1 2022109.0K$20M+1.31%
Q4 2021118.1K$19M+1.19%
Q3 2021118.6K$20M+1.27%
Q2 2021123.9K$20M+1.31%
Q1 2021146.7K$21M+1.55%
Q4 2020172.7K$21M+1.55%
Q3 2020202.2K$20M+1.73%
Q2 2020203.5K$19M+1.78%
Q1 2020266.5K$23M+2.51%
Q4 2019405.4K$50M+4.93%
Q3 2019409.2K$48M+5.10%
Q2 2019454.2K$56M+5.95%
Q1 2019453.2K$50M+5.72%
Q4 2018456.0K$43M+5.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Equitable Trust Co’s full portfolio or all institutional holders of AXP.