Tom Russo’s AXP Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+116,166 shares
Current Position
13,632 shares
$4.53 M value

Tom Russo's AXP Position Overview

Tom Russo (via Gardner Russo & Quinn LLC) currently holds 13.6K shares of American Express Company (AXP) worth $4.53 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Tom Russo has maintained a long-term strategic position in AXP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 25.1K shares. Largest reduction occurred in Q3 2020, reducing 31.7K shares.

Analysis based on 13F filings available since 2013 Q2

Tom Russo's American Express Company (AXP) Holding Value Over Time

Track share changes against reported price movement

Quarterly American Express Company (AXP) Trades by Tom Russo

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +116,166 Add 0.00% 116,165 $74.76
Q3 2013 +10,800 Add 9.30% 126,965 $75.52
Q4 2013 -370 Reduce 0.29% 126,595 $90.73
Q1 2014 +2,840 Add 2.24% 129,435 $90.03
Q2 2014 +335 Add 0.26% 129,770 $94.87
Q3 2014 -1,235 Reduce 0.95% 128,535 $87.54
Q4 2014 -536 Reduce 0.42% 127,999 $93.04
Q1 2015 -5 Reduce 0.00% 127,994 $78.12
Q2 2015 +25,094 Add 19.61% 153,088 $77.72
Q3 2015 -7,860 Reduce 5.13% 145,228 $74.13
Q4 2015 +4,790 Add 3.30% 150,018 $69.55
Q1 2016 +1,755 Add 1.17% 151,773 $61.40
Q2 2016 +2,075 Add 1.37% 153,848 $60.76
Q3 2016 +1,790 Add 1.16% 155,638 $64.04
Q4 2016 +2,995 Add 1.92% 158,633 $74.08
Q1 2017 +2,360 Add 1.49% 160,993 $79.11
Q2 2017 +3,819 Add 2.37% 164,812 $84.24
Q3 2017 +539 Add 0.33% 165,351 $90.46
Q4 2017 -550 Reduce 0.33% 164,801 $99.31
Q1 2018 -1,102 Reduce 0.67% 163,699 $93.28
Q2 2018 +16,702 Add 10.20% 180,401 $98.00
Q3 2018 -2,955 Reduce 1.64% 177,446 $106.49
Q4 2018 -13,697 Reduce 7.72% 163,749 $95.32
Q1 2019 -18,935 Reduce 11.56% 144,814 $109.30
Q2 2019 -5,384 Reduce 3.72% 139,430 $123.44
Q3 2019 -1,873 Reduce 1.34% 137,557 $118.28
Q4 2019 -5,687 Reduce 4.13% 131,870 $124.49
Q1 2020 -10,227 Reduce 7.76% 121,643 $85.61
Q2 2020 -10,095 Reduce 8.30% 111,548 $95.20
Q3 2020 -31,655 Reduce 28.38% 79,893 $100.25
Q4 2020 -13,927 Reduce 17.43% 65,966 $120.91
Q1 2021 -21,400 Reduce 32.44% 44,566 $141.43
Q2 2021 -783 Reduce 1.76% 43,783 $165.22
Q3 2021 -1,132 Reduce 2.59% 42,651 $167.52
Q4 2021 -1,574 Reduce 3.69% 41,077 $163.60
Q1 2022 -860 Reduce 2.09% 40,217 $187.01
Q2 2022 -381 Reduce 0.95% 39,836 $138.62
Q4 2022 -1,005 Reduce 2.52% 38,831 $147.75
Q1 2023 -385 Reduce 0.99% 38,446 $164.95
Q2 2023 -4,545 Reduce 11.82% 33,901 $174.20
Q3 2023 -5,725 Reduce 16.89% 28,176 $149.19
Q4 2023 -7,641 Reduce 27.12% 20,535 $187.34
Q1 2024 -2,440 Reduce 11.88% 18,095 $227.69
Q2 2024 -2,020 Reduce 11.16% 16,075 $231.55
Q3 2024 -734 Reduce 4.57% 15,341 $271.20
Q4 2024 -525 Reduce 3.42% 14,816 $296.79
Q1 2025 -1,158 Reduce 7.82% 13,658 $269.05
Q2 2025 -24 Reduce 0.18% 13,634 $318.98
Q3 2025 -2 Reduce 0.01% 13,632 $332.16

Tom Russo's American Express Company Investment FAQs

Tom Russo first purchased American Express Company (AXP) in Q2 2013, acquiring 116,165 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo has held American Express Company (AXP) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's largest addition to American Express Company (AXP) was in Q2 2013, adding 116,165 shares worth $8.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 13,632 shares of American Express Company (AXP), valued at approximately $4.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, American Express Company (AXP) represents approximately 0.05% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's peak holding in American Express Company (AXP) was 180,401 shares, as reported at the end of Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.