SEC 13F Intelligence

Wright Investors Service Inc / AXP

Wright Investors Service Inc’s American Express Co Position

Does Wright Investors Service Inc own American Express Co (AXP)? Yes14.0K shares worth $4M (+1.34% of its 13F portfolio) as of Q1 2026, down from 16.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
14.0K
% of Portfolio
+1.34%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $2MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.0K$4M+1.34%
Q4 202516.6K$6M+1.85%
Q3 202517.2K$6M+1.66%
Q2 202522.6K$7M+2.18%
Q1 202522.8K$6M+2.03%
Q4 202415.8K$5M+1.52%
Q3 202418.2K$5M+1.29%
Q2 202418.2K$4M+1.11%
Q1 202417.9K$4M+1.03%
Q4 202325.1K$5M+1.32%
Q3 202330.7K$5M+1.33%
Q2 202326.3K$5M+1.29%
Q1 202325.6K$4M+1.20%
Q4 202219.5K$3M+0.83%
Q3 202220.3K$3M+0.86%
Q2 202212.0K$2M+0.48%
Q1 202211.7K$2M+0.55%
Q4 202111.1K$2M+0.46%
Q3 202110.5K$2M+0.50%
Q2 202110.3K$2M+0.46%
Q1 20219.1K$1M+0.39%
Q4 202013.4K$2M+0.55%
Q3 202014.7K$1M+0.52%
Q2 202016.0K$2M+0.58%
Q1 202043.0K$4M+1.59%
Q4 201947.4K$6M+2.02%
Q3 201947.3K$6M+2.01%
Q2 201954.4K$7M+2.56%
Q1 201954.0K$6M+2.39%
Q4 201858.6K$6M+2.39%

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