SEC 13F Intelligence

Kathleen S. Wright Associates Inc. / AXP

Kathleen S. Wright Associates Inc.’s American Express Co Position

Does Kathleen S. Wright Associates Inc. own American Express Co (AXP)? Yes — 20.1K shares worth $7M (+2.44% of its 13F portfolio) as of Q3 2025, down from 20.4K shares the prior filed quarter.

Position Value
$7M
Q3 2025
Shares
20.1K
% of Portfolio
+2.44%
Quarters Held
16
currently held

Position History AXP

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $2MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202520.1K$7M+2.44%
Q2 202520.4K$6M+2.49%
Q1 202520.4K$6M+2.28%
Q4 202420.4K$6M+2.59%
Q3 202420.4K$6M+2.28%
Q2 202420.4K$5M+2.24%
Q1 202420.4K$5M+2.15%
Q4 202320.2K$4M+1.89%
Q3 202321.2K$3M+1.75%
Q2 20239.3K$2M+1.03%
Q1 202315.2K$3M+1.65%
Q4 202221.2K$3M+2.13%
Q3 202221.2K$3M+2.32%
Q2 202221.2K$3M+2.48%
Q1 202221.2K$4M+2.90%
Q4 202121.2K$3M+2.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kathleen S. Wright Associates Inc.’s full portfolio or all institutional holders of AXP.