Barrow, Hanley, Mewhinney & Strauss’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $326M | Sell |
1,078,158
-23,254
| -2% | -$7.8M | 1.07% | 35 |
|
|
2025
Q4 | $407M | Sell |
1,101,412
-104,060
| -9% | -$37.2M | 1.36% | 30 |
|
|
2025
Q3 | $400M | Sell |
1,205,472
-9,910
| -0.8% | -$3.15M | 1.28% | 34 |
|
|
2025
Q2 | $388M | Buy |
1,215,382
+107,710
| +10% | +$30.3M | 1.31% | 28 |
|
|
2025
Q1 | $298M | Sell |
1,107,672
-58,607
| -5% | -$17.3M | 1.08% | 40 |
|
|
2024
Q4 | $346M | Sell |
1,166,279
-24,973
| -2% | -$7.17M | 1.18% | 34 |
|
|
2024
Q3 | $323M | Sell |
1,191,252
-29,170
| -2% | -$7.26M | 1.06% | 38 |
|
|
2024
Q2 | $283M | Buy |
1,220,422
+23,487
| +2% | +$5.44M | 0.96% | 40 |
|
|
2024
Q1 | $273M | Sell |
1,196,935
-64,106
| -5% | -$13.3M | 0.92% | 41 |
|
|
2023
Q4 | $236M | Sell |
1,261,041
-62,322
| -5% | -$10M | 0.83% | 45 |
|
|
2023
Q3 | $197M | Sell |
1,323,363
-62,010
| -4% | -$10.1M | 0.75% | 47 |
|
|
2023
Q2 | $241M | Sell |
1,385,373
-50,426
| -4% | -$8.14M | 0.9% | 45 |
|
|
2023
Q1 | $237M | Sell |
1,435,799
-57,025
| -4% | -$9.46M | 0.92% | 44 |
|
|
2022
Q4 | $221M | Sell |
1,492,824
-80,980
| -5% | -$12M | 0.83% | 48 |
|
|
2022
Q3 | $212M | Sell |
1,573,804
-53,596
| -3% | -$8.11M | 0.87% | 45 |
|
|
2022
Q2 | $226M | Sell |
1,627,400
-656,532
| -29% | -$108M | 0.85% | 45 |
|
|
2022
Q1 | $427M | Sell |
2,283,932
-73,848
| -3% | -$13.3M | 1.39% | 32 |
|
|
2021
Q4 | $386M | Sell |
2,357,780
-122,268
| -5% | -$20.8M | 1.22% | 35 |
|
|
2021
Q3 | $415M | Sell |
2,480,048
-103,663
| -4% | -$17.3M | 1.38% | 32 |
|
|
2021
Q2 | $427M | Sell |
2,583,711
-462,448
| -15% | -$72.4M | 1.37% | 34 |
|
|
2021
Q1 | $431M | Sell |
3,046,159
-140,113
| -4% | -$18.5M | 1.37% | 34 |
|
|
2020
Q4 | $385M | Sell |
3,186,272
-331,695
| -9% | -$36.7M | 1.33% | 32 |
|
|
2020
Q3 | $353M | Buy |
3,517,967
+12,334
| +0.4% | +$1.21M | 1.36% | 32 |
|
|
2020
Q2 | $334M | Buy |
3,505,633
+125,258
| +4% | +$11.5M | 1.31% | 35 |
|
|
2020
Q1 | $289M | Sell |
3,380,375
-420,575
| -11% | -$48.9M | 1.33% | 31 |
|
|
2019
Q4 | $473M | Sell |
3,800,950
-3,645,945
| -49% | -$436M | 1.51% | 30 |
|
|
2019
Q3 | $881M | Sell |
7,446,895
-2,672,241
| -26% | -$328M | 1.73% | 23 |
|
|
2019
Q2 | $1.25B | Sell |
10,119,136
-909,231
| -8% | -$107M | 2.27% | 14 |
|
|
2019
Q1 | $1.21B | Sell |
11,028,367
-537,240
| -5% | -$56.5M | 2.17% | 13 |
|
|
2018
Q4 | $1.1B | Sell |
11,565,607
-1,218,096
| -10% | -$127M | 2.16% | 13 |
|
|
2018
Q3 | $1.36B | Sell |
12,783,703
-638,157
| -5% | -$66.4M | 2.16% | 11 |
|
|
2018
Q2 | $1.32B | Sell |
13,421,860
-1,321,896
| -9% | -$130M | 2.12% | 13 |
|
|
2018
Q1 | $1.38B | Sell |
14,743,756
-367,249
| -2% | -$35.6M | 2.19% | 12 |
|
|
2017
Q4 | $1.5B | Sell |
15,111,005
-853,672
| -5% | -$81.3M | 2.24% | 11 |
|
|
2017
Q3 | $1.44B | Sell |
15,964,677
-659,691
| -4% | -$56.7M | 2.18% | 9 |
|
|
2017
Q2 | $1.4B | Sell |
16,624,368
-321,140
| -2% | -$25.4M | 2.13% | 14 |
|
|
2017
Q1 | $1.34B | Buy |
16,945,508
+25,436
| +0.2% | +$1.99M | 2.02% | 16 |
|
|
2016
Q4 | $1.25B | Sell |
16,920,072
-711,502
| -4% | -$49.3M | 1.88% | 20 |
|
|
2016
Q3 | $1.13B | Sell |
17,631,574
-2,350,155
| -12% | -$151M | 1.72% | 27 |
|
|
2016
Q2 | $1.21B | Sell |
19,981,729
-727,913
| -4% | -$46.1M | 1.85% | 20 |
|
|
2016
Q1 | $1.27B | Buy |
20,709,642
+2,388,107
| +13% | +$139M | 1.94% | 17 |
|
|
2015
Q4 | $1.27B | Sell |
18,321,535
-67,443
| -0.4% | -$4.91M | 1.9% | 19 |
|
|
2015
Q3 | $1.36B | Sell |
18,388,978
-442,023
| -2% | -$34M | 2.1% | 11 |
|
|
2015
Q2 | $1.46B | Buy |
18,831,001
+213,757
| +1% | +$17M | 1.99% | 15 |
|
|
2015
Q1 | $1.45B | Buy |
18,617,244
+715,848
| +4% | +$59.5M | 1.97% | 14 |
|
|
2014
Q4 | $1.67B | Buy |
17,901,396
+201,768
| +1% | +$18.1M | 2.23% | 11 |
|
|
2014
Q3 | $1.55B | Sell |
17,699,628
-1,482,801
| -8% | -$133M | 2.11% | 15 |
|
|
2014
Q2 | $1.82B | Buy |
19,182,429
+136,453
| +0.7% | +$12.3M | 2.45% | 7 |
|
|
2014
Q1 | $1.71B | Sell |
19,045,976
-2,717,941
| -12% | -$243M | 2.45% | 7 |
|
|
2013
Q4 | $1.97B | Sell |
21,763,917
-148,390
| -0.7% | -$12.2M | 2.86% | 3 |
|
|
2013
Q3 | $1.65B | Buy |
21,912,307
+112,218
| +0.5% | +$8.44M | 2.65% | 7 |
|
|
2013
Q2 | $1.63B | Buy |
+21,800,089
| New | +$1.55B | 2.74% | 6 |
|
Other funds holding AXP
VCM
VPM
Barrow, Hanley, Mewhinney & Strauss's AXP Position: Q1 2026 in Review
Barrow, Hanley, Mewhinney & Strauss reduced its American Express (AXP) stake by 2.1% in Q1 2026, selling an estimated $7.8M and leaving 1,078,158 shares worth $326M. The position accounts for 1.07% of the portfolio, ranked #35.
Barrow, Hanley, Mewhinney & Strauss first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.97B in Q4 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss held 1,078,158 shares of American Express worth $326M as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss sold 23,254 American Express shares in Q1 2026, an estimated $7.8M.
- American Express made up 1.07% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #35 holding.
- Barrow, Hanley, Mewhinney & Strauss first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Barrow, Hanley, Mewhinney & Strauss's American Express position peaked at $1.97B in Q4 2013.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.