SEC 13F Intelligence

Mount Vernon Associates Inc /Md/ / AXP

Mount Vernon Associates Inc /Md/’s American Express Co Position

Does Mount Vernon Associates Inc /Md/ own American Express Co (AXP)? Yes — 18.9K shares worth $6M (+4.05% of its 13F portfolio) as of Q1 2026, up from 18.7K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
18.9K
% of Portfolio
+4.05%
Quarters Held
29
currently held

Position History AXP

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $7MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.9K$6M+4.05%
Q4 202518.7K$7M+4.65%
Q3 202518.7K$6M+4.32%
Q2 202518.6K$6M+4.28%
Q1 202518.6K$5M+4.08%
Q4 202418.3K$5M+4.24%
Q3 202418.3K$5M+3.95%
Q2 202418.1K$4M+3.71%
Q1 202418.1K$4M+3.50%
Q4 202318.1K$3M+3.33%
Q3 202318.3K$3M+3.03%
Q2 202318.2K$3M+3.37%
Q1 202318.1K$3M+3.52%
Q4 202218.4K$3M+3.50%
Q3 202218.8K$3M+3.31%
Q2 202218.6K$3M+3.14%
Q1 202218.6K$3M+3.36%
Q4 202118.6K$3M+2.64%
Q3 202118.6K$3M+2.85%
Q2 202118.2K$3M+2.75%
Q1 202118.2K$3M+2.53%
Q4 202018.2K$2M+2.32%
Q3 202018.2K$2M+2.19%
Q2 202018.3K$2M+2.26%
Q1 202018.3K$2M+2.63%
Q4 201917.0K$2M+2.89%
Q3 201917.0K$2M+3.02%
Q2 201916.8K$2M+3.09%
Q1 201917.0K$2M+2.83%

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