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Beutel, Goodman & Co’s American Express AXP Stock Holding History

Beutel, Goodman & Co’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201M Sell
664,522
-100,614
-13% -$33.7M 1.36% 33
2025
Q4 		$283M Sell
765,136
-462,011
-38% -$165M 1.74% 28
2025
Q3 		$408M Sell
1,227,147
-200,566
-14% -$63.8M 2.45% 9
2025
Q2 		$455M Sell
1,427,713
-28,625
-2% -$8.06M 2.59% 4
2025
Q1 		$392M Buy
1,456,338
+6,860
+0.5% +$2.03M 2.26% 15
2024
Q4 		$430M Sell
1,449,478
-2,114
-0.1% -$607K 2.34% 7
2024
Q3 		$394M Sell
1,451,592
-11,820
-0.8% -$2.94M 1.94% 20
2024
Q2 		$339M Buy
1,463,412
+64,072
+5% +$14.8M 1.8% 25
2024
Q1 		$319M Sell
1,399,340
-668,518
-32% -$139M 1.64% 29
2023
Q4 		$387M Buy
2,067,858
+142,763
+7% +$23M 2.05% 17
2023
Q3 		$287M Buy
1,925,095
+139,954
+8% +$22.9M 1.7% 22
2023
Q2 		$311M Buy
1,785,141
+125,990
+8% +$20.3M 1.74% 24
2023
Q1 		$274M Buy
1,659,151
+41,156
+3% +$6.83M 1.61% 25
2022
Q4 		$239M Sell
1,617,995
-2,135
-0.1% -$316K 1.45% 30
2022
Q3 		$219M Buy
1,620,130
+209,333
+15% +$31.7M 1.48% 29
2022
Q2 		$196M Buy
1,410,797
+147,897
+12% +$24.4M 1.22% 35
2022
Q1 		$236M Buy
1,262,900
+167,162
+15% +$30.2M 1.34% 33
2021
Q4 		$179M Buy
1,095,738
+144,302
+15% +$24.6M 1.02% 38
2021
Q3 		$159M Sell
951,436
-70,172
-7% -$11.7M 0.98% 39
2021
Q2 		$169M Sell
1,021,608
-1,078,812
-51% -$169M 1% 37
2021
Q1 		$297M Sell
2,100,420
-74,594
-3% -$9.86M 1.87% 18
2020
Q4 		$263M Buy
2,175,014
+130,767
+6% +$14.5M 1.78% 17
2020
Q3 		$205M Buy
2,044,247
+315,348
+18% +$31M 1.65% 19
2020
Q2 		$165M Buy
1,728,899
+581,719
+51% +$53.6M 1.35% 29
2020
Q1 		$98.2M Buy
1,147,180
+134,423
+13% +$15.6M 0.92% 37
2019
Q4 		$126M Buy
1,012,757
+76,734
+8% +$9.17M 0.72% 39
2019
Q3 		$83.6M Sell
936,023
-526,569
-36% -$64.6M 0.58% 41
2019
Q2 		$138M Sell
1,462,592
-342,926
-19% -$40.3M 1% 27
2019
Q1 		$148M Buy
1,805,518
+31,191
+2% +$3.28M 1.11% 22
2018
Q4 		$124M Buy
1,774,327
+10,072
+0.6% +$1.05M 1.06% 22
2018
Q3 		$145M Sell
1,764,255
-16,568
-0.9% -$1.72M 1.05% 25
2018
Q2 		$133M Buy
1,780,823
+175,043
+11% +$17.2M 0.98% 26
2018
Q1 		$124M Buy
1,605,780
+36,631
+2% +$3.55M 0.94% 29
2017
Q4 		$124M Sell
1,569,149
-799,556
-34% -$76.1M 0.85% 33
2017
Q3 		$171M Buy
2,368,705
+64,933
+3% +$5.58M 1.3% 22
2017
Q2 		$149M Buy
2,303,772
+339,321
+17% +$26.8M 1.35% 25
2017
Q1 		$130M Sell
1,964,451
-181,140
-8% -$14.2M 1.14% 26
2016
Q4 		$118M Buy
2,145,591
+70,730
+3% +$4.9M 1.06% 24
2016
Q3 		$101M Buy
+2,074,861
New +$133M 0.98% 26

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beutel, Goodman & Co's AXP Position: Q1 2026 in Review

Beutel, Goodman & Co reduced its American Express (AXP) stake by 13% in Q1 2026, selling an estimated $33.7M and leaving 664,522 shares worth $201M. The position accounts for 1.36% of the portfolio, ranked #33.

Beutel, Goodman & Co first reported a position in AXP in Q3 2016 and has held it in 39 quarters since. The position peaked at $455M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Beutel, Goodman & Co held 664,522 shares of American Express worth $201M as of Q1 2026.
  • Beutel, Goodman & Co sold 100,614 American Express shares in Q1 2026, an estimated $33.7M.
  • American Express made up 1.36% of Beutel, Goodman & Co's portfolio in Q1 2026, its #33 holding.
  • Beutel, Goodman & Co first reported a position in American Express in Q3 2016 and has held it in 39 quarters since.
  • Beutel, Goodman & Co's American Express position peaked at $455M in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.