DILLON & ASSOCIATES INC AXP β€” American Express

Ownership history in DILLON & ASSOCIATES INC  Β·  2 quarters on record

AI Ownership Summary

DILLON & ASSOCIATES INC reported American Express (AXP) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.86% in 2026 Q2. The latest visible filing shows AXP at 0.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DILLON & ASSOCIATES INC's position in American Express, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AXP was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DILLON & ASSOCIATES INC held AXP β€” position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 20,678 +19,049 +1169.4% 0.86% $7K 2026-08-05 $348.99
2026 Q1 INITIATED β€” β€” β€” 1,629 β€” β€” 0.07% $492 2026-05-07 $317.82

FAQ About DILLON & ASSOCIATES INC and AXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has DILLON & ASSOCIATES INC reported owning AXP?

DILLON & ASSOCIATES INC reported AXP across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported AXP position in DILLON & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for AXP was 0.86% in 2026 Q2.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q2, when DILLON & ASSOCIATES INC reported 20,678 shares, equal to 0.86% of portfolio, with an estimated market value of $7K.

What does the chart on this AXP ownership page compare?

The chart compares DILLON & ASSOCIATES INC's quarterly AXP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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