Stone Summit Wealth LLC’s American Express Co Position
Does Stone Summit Wealth LLC own American Express Co (AXP)? Yes — 13.6K shares worth $4M (+1.15% of its 13F portfolio) as of Q1 2026, down from 14.3K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
13.6K
% of Portfolio
+1.15%
Quarters Held
18
currently held
Position History AXP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 13.6K | $4M | +1.15% |
| Q4 2025 | 14.3K | $5M | +1.43% |
| Q3 2025 | 14.8K | $5M | +1.39% |
| Q2 2025 | 15.8K | $5M | +1.56% |
| Q1 2025 | 15.7K | $4M | +1.43% |
| Q4 2024 | 16.1K | $5M | +1.60% |
| Q3 2024 | 17.0K | $5M | +1.48% |
| Q2 2024 | 17.4K | $4M | +1.45% |
| Q1 2024 | 17.7K | $4M | +1.40% |
| Q4 2023 | 19.0K | $4M | +1.37% |
| Q3 2023 | 20.1K | $3M | +1.28% |
| Q2 2023 | 20.4K | $4M | +1.47% |
| Q1 2023 | 19.9K | $3M | +1.46% |
| Q4 2022 | 20.6K | $3M | +1.49% |
| Q3 2022 | 19.9K | $3M | +1.65% |
| Q2 2022 | 19.0K | $3M | +1.57% |
| Q1 2022 | 17.2K | $3M | +1.81% |
| Q4 2021 | 13.9K | $2M | +1.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of AXP.