AMERICAN EXPRESS CO · CUSIP 025816109 · CIK 1776074
As of 2026-06-30, Hi-Line Capital Management, LLC reported 21.29K AXP (shares), valued at $7.20M, or 2.03% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 1.77%; reported value increased 13.80%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.03% | 21,290 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.99% | 20,920 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 2.58% | 20,965 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 2.07% | 19,783 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 2.17% | 19,235 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 1.94% | 19,301 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 2.45% | 18,887 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 2.87% | 21,517 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 4.75% | 48,802 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 4.15% | 51,349 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 3.68% | 50,644 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.68% | 50,644 | $9.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 4.15% | 51,349 | $11.69M | Shares increased 1.39%; reported value increased 23.23%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 4.75% | 48,802 | $11.30M | Shares decreased 4.96%; reported value decreased 3.35%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 2.87% | 21,517 | $5.84M | Shares decreased 55.91%; reported value decreased 48.36%, and weight changed -1.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 2.45% | 18,887 | $5.61M | Shares decreased 12.22%; reported value decreased 3.94%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 1.94% | 19,301 | $5.19M | Shares increased 2.19%; reported value decreased 7.36%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 2.17% | 19,235 | $6.14M | Shares decreased 0.34%; reported value increased 18.15%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 2.07% | 19,783 | $6.57M | Shares increased 2.85%; reported value increased 7.10%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 2.58% | 20,965 | $7.76M | Shares increased 5.97%; reported value increased 18.03%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 1.99% | 20,920 | $6.33M | Shares decreased 0.21%; reported value decreased 18.41%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 2.03% | 21,290 | $7.20M | Shares increased 1.77%; reported value increased 13.80%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.