Fi3 FINANCIAL ADVISORS, LLC AXP — AMERICAN EXPRESS CO

Ownership history in Fi3 FINANCIAL ADVISORS, LLC  ·  8 quarters on record

AI Ownership Summary

Fi3 FINANCIAL ADVISORS, LLC reported AMERICAN EXPRESS CO (AXP) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.55% in 2026 Q2. The latest visible filing shows AXP at 1.55% 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 Fi3 FINANCIAL ADVISORS, LLC's position in AMERICAN EXPRESS CO, 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 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% 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
2024 Q3 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.

AXP stock page Fi3 FINANCIAL ADVISORS, LLC fund profile Fi3 FINANCIAL ADVISORS, LLC full holdings
How Fi3 FINANCIAL ADVISORS, LLC held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 27,172 +26,066 +2356.8% 1.55% $6.5M 2026-08-14 $342.48
2026 Q1 ADDED — — — 1,106 +115 +11.6% 0.10% $335K 2026-05-07 $317.82
2025 Q4 ADDED — — — 991 +199 +25.1% 0.11% $366K 2026-02-06 $357.04
2025 Q3 REDUCED — — — 792 -28 -3.4% 0.09% $263K 2025-11-12 $369.76
2025 Q2 REDUCED — — — 820 -31 -3.6% 0.09% $261K 2025-08-13 $303.62
2025 Q1 REDUCED 11.5% +18.9% ❌ 851 -111 -11.5% 0.09% $229K 2025-05-09 $280.79
2024 Q4 REDUCED — — — 962 -5 -0.5% 0.11% $286K 2025-02-11 $304.51
2024 Q3 INITIATED — — — 967 — — 0.10% $262K 2024-11-12 $283.13

🏢 Other funds also holding AXP

As of 2026 Q2 — sorted by position size

Factorial Partners, LLC 3Y 7Y 100.0% BERKSHIRE HATHAWAY INC 3Y 7Y 17.14% Aquamarine Zurich AG 3Y 15.26% Rothschild & Co Wealth Management UK Ltd 3Y 13.86% Global Frontier Investments LLC 3Y 13.58% Formuepleje A/S 10.8% BIRCH FINANCIAL GROUP, LLC 10.8% S&G Foundation 10.11% GFI Investment Counsel Ltd. 3Y 7Y 8.44% MFF Capital Investments Ltd 8.26%

FAQ About Fi3 FINANCIAL ADVISORS, LLC and AXP

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

How long has Fi3 FINANCIAL ADVISORS, LLC reported owning AXP?

Fi3 FINANCIAL ADVISORS, LLC reported AXP across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AXP position in Fi3 FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AXP was 1.55% in 2026 Q2.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2026 Q2, when Fi3 FINANCIAL ADVISORS, LLC reported 27,172 shares, equal to 1.55% of portfolio, with an estimated market value of $6.5M.

What does the chart on this AXP ownership page compare?

The chart compares Fi3 FINANCIAL ADVISORS, LLC'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.

How well did Fi3 FINANCIAL ADVISORS, LLC time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, Fi3 FINANCIAL ADVISORS, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on AXP relative to SPY over the holding period was -5.2%.

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