SEC 13F Intelligence

Forbes J M & Co LLP / AXP

Forbes J M & Co LLP’s American Express Co Position

Does Forbes J M & Co LLP own American Express Co (AXP)? Not currently — the last reported position was 79.3K shares worth $10M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2019
Shares
79.3K
% of Portfolio
+1.62%
Quarters Held
3
position exited

Position History AXP

Reported value by quarter
Q2 ’19: $9MQ2 ’19Q3 ’19: $8MQ3 ’19Q4 ’19: $10MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201979.3K$10M+1.62%
Q3 201971.3K$8M+1.62%
Q2 201971.1K$9M+1.69%

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