SEC 13F Intelligence

Harold Davidson & Associates Inc. / AXP

Harold Davidson & Associates Inc.’s American Express Co Position

Does Harold Davidson & Associates Inc. own American Express Co (AXP)? Yes — 7.1K shares worth $2M (+1.04% of its 13F portfolio) as of Q1 2026, down from 7.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.1K
% of Portfolio
+1.04%
Quarters Held
4
currently held

Position History AXP

Reported value by quarter
Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.1K$2M+1.04%
Q4 20257.2K$3M+1.18%
Q3 20257.2K$2M+1.09%
Q2 20254.5K$1M+0.94%

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