SEC 13F Intelligence

Lone Peak Global Investors LLC / AXP

Lone Peak Global Investors LLC’s American Express Co Position

Does Lone Peak Global Investors LLC own American Express Co (AXP)? Not currently — the last reported position was 47.7K shares worth $14M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q4 2024
Shares
47.7K
% of Portfolio
+2.93%
Quarters Held
24
position exited

Position History AXP

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $8MQ3 ’19: $8MQ3 ’19Q4 ’19: $8MQ1 ’20: $6MQ2 ’20: $8MQ2 ’20Q3 ’20: $9MQ4 ’20: $11MQ1 ’21: $4MQ1 ’21Q2 ’21: $5MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $7MQ2 ’22: $8MQ3 ’22: $8MQ3 ’22Q4 ’22: $12MQ1 ’23: $13MQ2 ’23: $14MQ2 ’23Q3 ’23: $13MQ4 ’23: $16MQ1 ’24: $20MQ1 ’24Q3 ’24: $13MQ4 ’24: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202447.7K$14M+2.93%
Q3 202449.5K$13M+2.67%
Q1 202489.3K$20M+5.17%
Q4 202386.9K$16M+4.20%
Q3 202384.8K$13M+3.69%
Q2 202380.5K$14M+4.05%
Q1 202380.6K$13M+4.09%
Q4 202279.3K$12M+3.56%
Q3 202261.2K$8M+3.53%
Q2 202261.2K$8M+3.39%
Q1 202239.0K$7M+3.94%
Q4 202127.7K$5M+3.38%
Q3 202122.8K$4M+3.49%
Q2 202128.3K$5M+4.37%
Q1 202126.4K$4M+3.88%
Q4 202094.5K$11M+4.47%
Q3 202093.6K$9M+4.54%
Q2 202083.1K$8M+4.08%
Q1 202069.3K$6M+3.82%
Q4 201967.5K$8M+3.85%
Q3 201968.0K$8M+3.88%
Q2 201967.8K$8M+4.04%
Q1 201985.2K$9M+4.62%
Q4 201883.4K$8M+4.73%

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