SEC 13F Intelligence

Stokes Capital Advisors, LLC / AXP

Stokes Capital Advisors, LLC’s American Express Co Position

Does Stokes Capital Advisors, LLC own American Express Co (AXP)? Yes — 33.7K shares worth $10M (+2.29% of its 13F portfolio) as of Q1 2026, down from 34.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
33.7K
% of Portfolio
+2.29%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $3MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.7K$10M+2.29%
Q4 202534.9K$13M+2.95%
Q3 202535.3K$12M+2.73%
Q2 202535.3K$11M+2.76%
Q1 202532.8K$9M+2.24%
Q4 202432.6K$10M+2.50%
Q3 202433.2K$9M+2.30%
Q2 202433.2K$8M+2.14%
Q1 202430.6K$7M+2.03%
Q4 202331.6K$6M+1.87%
Q3 202331.9K$5M+1.66%
Q2 202326.2K$5M+1.54%
Q1 202326.1K$4M+1.46%
Q4 202225.9K$4M+1.32%
Q3 202226.3K$4M+1.32%
Q2 202225.2K$3M+1.22%
Q1 202234.6K$6M+1.88%
Q4 202134.6K$6M+1.68%
Q3 202133.8K$6M+1.83%
Q2 202133.2K$5M+1.80%
Q1 202131.8K$5M+1.85%
Q4 202031.3K$4M+1.65%
Q3 202031.0K$3M+1.49%
Q2 202028.9K$3M+1.45%
Q1 202028.1K$2M+1.44%
Q4 201926.3K$3M+1.65%
Q3 201926.2K$3M+1.67%
Q2 201923.7K$3M+1.66%
Q1 201923.9K$3M+1.58%
Q4 201822.9K$2M+1.51%

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