SEC 13F Intelligence

Greenwood Gearhart LLC / AXP

Greenwood Gearhart LLC’s American Express Co Position

Does Greenwood Gearhart LLC own American Express Co (AXP)? Yes — 36.0K shares worth $11M (+0.59% of its 13F portfolio) as of Q1 2026, up from 33.3K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
36.0K
% of Portfolio
+0.59%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $10MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.0K$11M+0.59%
Q4 202533.3K$12M+0.68%
Q3 202531.5K$10M+0.60%
Q2 20255.1K$2M+0.10%
Q1 20255.6K$2M+0.10%
Q4 20246.0K$2M+0.12%
Q3 20246.5K$2M+0.15%
Q2 20246.5K$2M+0.14%
Q1 20246.6K$2M+0.15%
Q4 20237.0K$1M+0.14%
Q3 20238.0K$1M+0.14%
Q2 20238.0K$1M+0.16%
Q1 20238.0K$1M+0.17%
Q4 20228.8K$1M+0.18%
Q3 20228.8K$1M+0.19%
Q2 20228.9K$1M+0.20%
Q1 20229.1K$2M+0.23%
Q4 20219.2K$2M+0.21%
Q3 20219.5K$2M+0.25%
Q2 202110.3K$2M+0.27%
Q1 202110.6K$2M+0.27%
Q4 202012.3K$1M+0.29%
Q3 202013.1K$1M+0.30%
Q2 202013.8K$1M+0.35%
Q1 202015.2K$1M+0.43%
Q4 201915.3K$2M+0.49%
Q3 201915.4K$2M+0.50%
Q2 201915.8K$2M+0.52%
Q1 201916.8K$2M+0.54%
Q4 201817.2K$2M+0.54%

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