AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

ADVISORY RESEARCH INC's Holding History (CIK: 0000902584)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 4,167 Value ($000) $1,542 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 5,071 Value ($000) $1,684 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 5,301 Value ($000) $1,691 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 5,389 Value ($000) $1,450 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 5,628 Value ($000) $1,670 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 6,477 Value ($000) $1,757 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 6,906 Value ($000) $1,599 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 7,947 Value ($000) $1,809 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 8,048 Value ($000) $1,508 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 8,555 Value ($000) $1,276 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 9,141 Value ($000) $1,592 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 8,062 Value ($000) $1,330 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 8,062 Value ($000) $1,191 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 8,062 Value ($000) $1,088 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 8,128 Value ($000) $1,127 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 8,120 Value ($000) $1,518 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 11,457 Value ($000) $1,874 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 10,918 Value ($000) $1,829 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 10,981 Value ($000) $1,815 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 13,955 Value ($000) $1,973 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 14,426 Value ($000) $1,744 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 14,557 Value ($000) $1,459 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 16,308 Value ($000) $1,553 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 21,399 Value ($000) $1,832 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 19,570 Value ($000) $2,436 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 19,743 Value ($000) $2,335 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 20,060 Value ($000) $2,476 Avg Close $107.48 Range $100.14 - $115.68

Q1 2019

Shares 20,641 Value ($000) $2,256 Avg Close $95.83 Range $85.02 - $104.19

Q4 2018

Shares 21,632 Value ($000) $2,062 Avg Close $95.01 Range $80.88 - $104.04

Q3 2018

Shares 21,632 Value ($000) $2,304 Avg Close $94.11 Range $87.61 - $101.15

Q2 2018

Shares 22,164 Value ($000) $2,172 Avg Close $88.59 Range $80.82 - $93.10

Q1 2018

Shares 23,875 Value ($000) $2,227 Avg Close $87.01 Range $78.64 - $91.98

Q4 2017

Shares 24,986 Value ($000) $2,481 Avg Close $85.24 Range $80.35 - $89.99

Q3 2017

Shares 24,828 Value ($000) $2,246 Avg Close $76.64 Range $74.31 - $80.95

Q2 2017

Shares 31,845 Value ($000) $2,683 Avg Close $70.29 Range $67.08 - $75.86

Q1 2017

Shares 34,654 Value ($000) $2,741 Avg Close $69.17 Range $65.85 - $72.55

Q4 2016

Shares 47,870 Value ($000) $3,546 Avg Close $60.98 Range $52.42 - $66.73

Q3 2016

Shares 55,364 Value ($000) $3,546 Avg Close $56.32 Range $51.06 - $58.48

Q2 2016

Shares 55,106 Value ($000) $3,348 Avg Close $55.25 Range $49.85 - $58.74

Q1 2016

Shares 113,696 Value ($000) $6,981 Avg Close $50.49 Range $43.64 - $58.92

Q4 2015

Shares 277,256 Value ($000) $19,283 Avg Close $62.87 Range $58.40 - $67.28

Q3 2015

Shares 279,943 Value ($000) $20,752 Avg Close $66.24 Range $61.74 - $70.31

Q2 2015

Shares 277,033 Value ($000) $21,531 Avg Close $68.05 Range $65.64 - $70.27

Q1 2015

Shares 236,790 Value ($000) $18,498 Avg Close $71.02 Range $65.93 - $80.07

Q4 2014

Shares 224,562 Value ($000) $20,893 Avg Close $76.41 Range $66.84 - $80.88

Q3 2014

Shares 245,384 Value ($000) $21,481 Avg Close $76.50 Range $72.88 - $81.57

Q2 2014

Shares 257,771 Value ($000) $24,455 Avg Close $76.40 Range $71.18 - $81.40

Q1 2014

Shares 265,800 Value ($000) $23,930 Avg Close $75.50 Range $69.85 - $79.76

Q4 2013

Shares 282,522 Value ($000) $25,633 Avg Close $69.27 Range $60.78 - $76.56

Q3 2013

Shares 294,897 Value ($000) $22,271 Avg Close $63.24 Range $60.08 - $66.10

Q2 2013

Shares 293,774 Value ($000) $21,963 Avg Close $59.62 Range $53.16 - $65.88

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,167	$1,542	$356.97	$315.25 - $386.63
Q3 2025	5,071	$1,684	$316.55	$286.97 - $347.54
Q2 2025	5,301	$1,691	$279.37	$218.83 - $317.81
Q1 2025	5,389	$1,450	$292.46	$250.85 - $322.83
Q4 2024	5,628	$1,670	$283.58	$262.14 - $303.86
Q3 2024	6,477	$1,757	$245.13	$218.61 - $268.47
Q2 2024	6,906	$1,599	$227.31	$210.57 - $239.93
Q1 2024	7,947	$1,809	$202.90	$174.01 - $226.74
Q4 2023	8,048	$1,508	$156.99	$137.45 - $183.68
Q3 2023	8,555	$1,276	$158.88	$144.43 - $173.69
Q2 2023	9,141	$1,592	$156.19	$141.62 - $171.40
Q1 2023	8,062	$1,330	$160.00	$139.09 - $175.70
Q4 2022	8,062	$1,191	$142.37	$125.59 - $155.29
Q3 2022	8,062	$1,088	$144.95	$128.43 - $159.02
Q2 2022	8,128	$1,127	$157.56	$128.61 - $183.57
Q1 2022	8,120	$1,518	$171.78	$145.41 - $189.84
Q4 2021	11,457	$1,874	$161.79	$142.24 - $179.38
Q3 2021	10,918	$1,829	$158.27	$148.43 - $170.07
Q2 2021	10,981	$1,815	$147.87	$132.82 - $160.89
Q1 2021	13,955	$1,973	$124.36	$105.52 - $142.57
Q4 2020	14,426	$1,744	$103.86	$83.59 - $117.55
Q3 2020	14,557	$1,459	$91.89	$83.68 - $101.85
Q2 2020	16,308	$1,553	$85.61	$67.52 - $107.80
Q1 2020	21,399	$1,832	$107.60	$61.96 - $127.74
Q4 2019	19,570	$2,436	$110.13	$102.35 - $116.42
Q3 2019	19,743	$2,335	$112.57	$106.59 - $118.74
Q2 2019	20,060	$2,476	$107.48	$100.14 - $115.68
Q1 2019	20,641	$2,256	$95.83	$85.02 - $104.19
Q4 2018	21,632	$2,062	$95.01	$80.88 - $104.04
Q3 2018	21,632	$2,304	$94.11	$87.61 - $101.15
Q2 2018	22,164	$2,172	$88.59	$80.82 - $93.10
Q1 2018	23,875	$2,227	$87.01	$78.64 - $91.98
Q4 2017	24,986	$2,481	$85.24	$80.35 - $89.99
Q3 2017	24,828	$2,246	$76.64	$74.31 - $80.95
Q2 2017	31,845	$2,683	$70.29	$67.08 - $75.86
Q1 2017	34,654	$2,741	$69.17	$65.85 - $72.55
Q4 2016	47,870	$3,546	$60.98	$52.42 - $66.73
Q3 2016	55,364	$3,546	$56.32	$51.06 - $58.48
Q2 2016	55,106	$3,348	$55.25	$49.85 - $58.74
Q1 2016	113,696	$6,981	$50.49	$43.64 - $58.92
Q4 2015	277,256	$19,283	$62.87	$58.40 - $67.28
Q3 2015	279,943	$20,752	$66.24	$61.74 - $70.31
Q2 2015	277,033	$21,531	$68.05	$65.64 - $70.27
Q1 2015	236,790	$18,498	$71.02	$65.93 - $80.07
Q4 2014	224,562	$20,893	$76.41	$66.84 - $80.88
Q3 2014	245,384	$21,481	$76.50	$72.88 - $81.57
Q2 2014	257,771	$24,455	$76.40	$71.18 - $81.40
Q1 2014	265,800	$23,930	$75.50	$69.85 - $79.76
Q4 2013	282,522	$25,633	$69.27	$60.78 - $76.56
Q3 2013	294,897	$22,271	$63.24	$60.08 - $66.10
Q2 2013	293,774	$21,963	$59.62	$53.16 - $65.88