Aureus Asset Management, LLC / AXP
Aureus Asset Management, LLC’s American Express Co Position
Does Aureus Asset Management, LLC own American Express Co (AXP)? Yes — 111.2K shares worth $34M (+2.24% of its 13F portfolio) as of Q1 2026, down from 138.3K shares the prior filed quarter.
Position Value
$34M
Q1 2026
Shares
111.2K
% of Portfolio
+2.24%
Quarters Held
28
currently held
Position History AXP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 111.2K | $34M | +2.24% |
| Q4 2025 | 138.3K | $51M | +3.26% |
| Q3 2025 | 139.7K | $46M | +3.02% |
| Q2 2025 | 147.1K | $47M | +3.00% |
| Q1 2025 | 137.1K | $37M | +2.59% |
| Q4 2024 | 137.8K | $41M | +2.64% |
| Q3 2024 | 140.1K | $38M | +2.49% |
| Q2 2024 | 163.8K | $38M | +2.65% |
| Q1 2024 | 181.4K | $41M | +2.82% |
| Q4 2023 | 182.1K | $34M | +2.50% |
| Q3 2023 | 182.0K | $27M | +2.18% |
| Q2 2023 | 189.3K | $33M | +2.47% |
| Q1 2023 | 199.3K | $33M | +2.60% |
| Q4 2022 | 199.5K | $29M | +2.55% |
| Q3 2022 | 202.4K | $27M | +2.38% |
| Q2 2022 | 201.8K | $28M | +2.26% |
| Q1 2022 | 202.3K | $38M | +2.51% |
| Q4 2021 | 203.5K | $33M | +2.06% |
| Q3 2021 | 201.9K | $34M | +2.23% |
| Q2 2021 | 193.5K | $32M | +2.05% |
| Q1 2021 | 185.6K | $26M | +2.04% |
| Q4 2020 | 14.4K | $2M | +0.15% |
| Q3 2020 | 7.2K | $718,000 | +0.07% |
| Q4 2019 | 1.9K | $233,000 | +0.03% |
| Q3 2019 | 1.9K | $221,000 | +0.03% |
| Q2 2019 | 2.5K | $309,000 | +0.04% |
| Q1 2019 | 2.6K | $281,000 | +0.04% |
| Q4 2018 | 2.6K | $245,000 | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aureus Asset Management, LLC’s full portfolio or all institutional holders of AXP.