Waverton Investment Management Ltd / AXP
Waverton Investment Management Ltd’s American Express Co Position
Does Waverton Investment Management Ltd own American Express Co (AXP)? Not currently — the last reported position was 58.5K shares worth $19M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$19M
Q3 2025
Shares
58.5K
% of Portfolio
+0.25%
Quarters Held
28
position exited
Position History AXP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 58.5K | $19M | +0.25% |
| Q2 2025 | 772.8K | $246M | +3.39% |
| Q1 2025 | 773.7K | $208M | +3.22% |
| Q4 2024 | 786.4K | $234M | +3.72% |
| Q3 2024 | 771.4K | $209M | +3.44% |
| Q2 2024 | 774.1K | $179M | +3.38% |
| Q1 2024 | 890.7K | $203M | +4.21% |
| Q4 2023 | 896.6K | $168M | +4.08% |
| Q3 2023 | 872.0K | $130M | +3.76% |
| Q2 2023 | 837.7K | $146M | +4.15% |
| Q1 2023 | 819.7K | $135M | +4.17% |
| Q4 2022 | 838.4K | $123,869 | +4.55% |
| Q3 2022 | 814.5K | $110M | +4.50% |
| Q2 2022 | 718.7K | $100M | +3.88% |
| Q1 2022 | 631.0K | $118M | +3.98% |
| Q4 2021 | 556.5K | $91M | +2.89% |
| Q3 2021 | 544.7K | $91M | +3.60% |
| Q2 2021 | 592.4K | $98M | +3.80% |
| Q1 2021 | 592.1K | $84M | +3.63% |
| Q4 2020 | 645.6K | $78M | +3.60% |
| Q3 2020 | 647.3K | $65M | +3.22% |
| Q2 2020 | 522.9K | $50M | +2.70% |
| Q1 2020 | 507.8K | $43M | +2.82% |
| Q4 2019 | 645.3K | $80M | +4.15% |
| Q3 2019 | 606.3K | $72M | +3.66% |
| Q2 2019 | 66.3K | $8M | +0.41% |
| Q1 2019 | 21.0K | $2M | +0.12% |
| Q4 2018 | 21.0K | $2M | +0.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of AXP.