Capital Research Global Investors’s American Express AXP Stock Holding History

Capital Research Global Investors’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	$959M	Sell	3,170,551 -1,297,086	-29%	-$435M	0.15%	118
2025 Q4	$1.65B	Buy	4,467,637 +14,977	+0.3%	+$5.36M	0.31%	72
2025 Q3	$1.48B	Buy	4,452,660 +29,331	+0.7%	+$9.33M	0.28%	86
2025 Q2	$1.41B	Buy	4,423,329 +828,146	+23%	+$233M	0.28%	77
2025 Q1	$967M	Buy	3,595,183 +608,473	+20%	+$180M	0.21%	99
2024 Q4	$886M	Buy	2,986,710 +1,943,463	+186%	+$558M	0.18%	111
2024 Q3	$283M	Buy	1,043,247 +357,203	+52%	+$88.9M	0.06%	180
2024 Q2	$159M	Buy	+686,044	New	+$159M	0.03%	243
2020 Q4	–	Sell	-300,000	Closed	-$30.1M	–	406
2020 Q3	$30.1M	Hold	300,000	–	–	0.01%	354
2020 Q2	$28.6M	Sell	300,000 -670,051	-69%	-$61.7M	0.01%	357
2020 Q1	$83M	Buy	+970,051	New	+$113M	0.03%	249
2013 Q4	–	Sell	-400,000	Closed	-$30.2M	–	431
2013 Q3	$30.2M	Sell	400,000 -600,000	-60%	-$45.1M	0.01%	374
2013 Q2	$74.8M	Buy	+1,000,000	New	+$71.1M	0.03%	287

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors's AXP Position: Q1 2026 in Review

Capital Research Global Investors reduced its American Express (AXP) stake by 29% in Q1 2026, selling an estimated $435M and leaving 3,170,551 shares worth $959M. The position accounts for 0.15% of the portfolio, ranked #118.

Capital Research Global Investors first reported a position in AXP in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.65B in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Capital Research Global Investors held 3,170,551 shares of American Express worth $959M as of Q1 2026.
Capital Research Global Investors sold 1,297,086 American Express shares in Q1 2026, an estimated $435M.
American Express made up 0.15% of Capital Research Global Investors's portfolio in Q1 2026, its #118 holding.
Capital Research Global Investors first reported a position in American Express in Q2 2013 and has held it in 13 quarters since.
Capital Research Global Investors's American Express position peaked at $1.65B in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.