SEC 13F Intelligence

Perennial Advisors, LLC / AXP

Perennial Advisors, LLC’s American Express Co Position

Does Perennial Advisors, LLC own American Express Co (AXP)? Yes — 48.6K shares worth $15M (+2.50% of its 13F portfolio) as of Q1 2026, down from 48.7K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
48.6K
% of Portfolio
+2.50%
Quarters Held
29
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ4 ’24: $15MQ1 ’25: $13MQ1 ’25Q2 ’25: $15MQ3 ’25: $16MQ4 ’25: $18MQ1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.6K$15M+2.50%
Q4 202548.7K$18M+3.02%
Q3 202548.4K$16M+2.79%
Q2 202548.5K$15M+2.87%
Q1 202548.5K$13M+2.60%
Q4 202449.9K$15M+3.23%
Q2 202450.4K$12M+2.62%
Q1 202450.7K$12M+2.68%
Q4 202351.8K$10M+2.39%
Q3 202351.3K$8M+2.06%
Q2 202350.7K$9M+2.25%
Q1 202349.8K$8M+2.35%
Q4 202250.8K$8M+2.39%
Q3 202254.2K$7M+2.40%
Q2 202254.2K$8M+2.34%
Q1 202253.7K$10M+2.67%
Q4 202153.2K$9M+2.35%
Q3 202152.6K$9M+2.59%
Q2 202152.9K$9M+2.54%
Q1 202152.2K$7M+2.32%
Q4 202052.4K$6M+2.23%
Q3 202051.9K$5M+2.13%
Q2 202051.9K$5M+2.10%
Q1 202049.8K$4M+2.38%
Q4 201941.9K$5M+2.50%
Q3 201941.6K$5M+2.55%
Q2 201939.8K$5M+2.62%
Q1 201939.2K$4M+2.44%
Q4 201837.4K$4M+2.31%

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