SEC 13F Intelligence

Copperwynd Financial, LLC / AXP

Copperwynd Financial, LLC’s American Express Co Position

Does Copperwynd Financial, LLC own American Express Co (AXP)? Not currently — the last reported position was 12.0K shares worth $2M in Q1 2023; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$2M
Q1 2023
Shares
12.0K
% of Portfolio
+1.01%
Quarters Held
1
position exited

Position History AXP

Reported value by quarter
Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202312.0K$2M+1.01%

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