Question 1

How many shares of AXP does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 124,441 shares of AXP (AMERICAN EXPRESS CO).

Question 2

What is Williams Jones Wealth Management, LLC.'s AXP position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s AXP position is worth $42.1M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling AXP?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. decreased their AXP position (-0.1% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy AXP?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in AXP in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	124,441	-0.1%	$42.1M	0.5%	$337.33	0
2026-Q1	Decreased	124,502	-0.5%	$37.7M	0.5%	$300.70	0
2025-Q4	Decreased	125,129	-1.2%	$46.3M	0.5%	$366.96	0
2025-Q3	Decreased	126,675	-0.6%	$42.1M	0.5%	$328.64	0
2025-Q2	Increased	127,447	+0.4%	$40.7M	0.5%	$314.81	35
2025-Q1	Decreased	126,922	-1.5%	$34.1M	0.4%	$264.65	0
2024-Q4	Decreased	128,836	-0.9%	$38.2M	0.5%	$291.26	0
2024-Q3	Decreased	130,055	-14.1%	$35.3M	0.4%	$265.45	0
2024-Q2	Decreased	151,322	-0.6%	$35M	0.4%	$225.97	0
2024-Q1	Decreased	152,255	-0.5%	$34.7M	0.4%	$221.51	0
2023-Q4	Decreased	153,071	-0.6%	$28.7M	0.4%	$181.67	0
2023-Q3	Decreased	154,049	-1.7%	$23M	0.4%	$144.08	0
2023-Q2	Decreased	156,757	-0.3%	$27.3M	0.4%	$167.66	0
2023-Q1	Decreased	157,252	-0.4%	$25.9M	0.4%	$158.17	0
2022-Q4	Decreased	157,875	-0.7%	$23.3M	0.4%	$141.19	0
2022-Q3	Increased	158,901	+0.9%	$21.4M	0.4%	$128.43	34
2022-Q2	Increased	157,516	+1.4%	$21.8M	0.4%	$131.96	34
2022-Q1	Increased	155,332	+0.8%	$29M	0.4%	$176.85	35
2021-Q4	Increased	154,023	+10.7%	$25.2M	0.3%	$154.34	38
2021-Q3	Increased	139,171	+1.5%	$23.3M	0.3%	$157.65	35
2021-Q2	Increased	137,078	+1.3%	$22.6M	0.3%	$155.08	34
2021-Q1	Increased	135,337	+1.5%	$19.1M	0.3%	$132.75	34
2020-Q4	Decreased	133,299	-2.3%	$16.1M	0.3%	$112.75	0
2020-Q3	Increased	136,420	+0.6%	$13.7M	0.3%	$93.09	34
2020-Q2	Increased	135,619	+1.8%	$12.9M	0.3%	$88.01	34
2020-Q1	Decreased	133,182	-0.1%	$11.4M	0.3%	$78.70	0
2019-Q4	Increased	133,317	+0.2%	$16.6M	0.3%	$114.05	34
2019-Q3	New	133,087	-	$15.7M	0.3%	$107.95	47

AXP28 quarters

AXP
28 quarters