Capital World Investors
AXP icon

Capital World Investors’s American Express AXP Stock Holding History

Capital World 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 		$859M Sell
2,839,257
-4,676,418
-62% -$1.57B 0.12% 158
2025
Q4 		$2.78B Buy
7,515,675
+2,393,340
+47% +$856M 0.38% 69
2025
Q3 		$1.7B Buy
5,122,335
+24,297
+0.5% +$7.73M 0.23% 101
2025
Q2 		$1.63B Buy
5,098,038
+1,184,921
+30% +$333M 0.24% 98
2025
Q1 		$1.05B Buy
3,913,117
+208,846
+6% +$61.7M 0.17% 127
2024
Q4 		$1.1B Buy
3,704,271
+74,977
+2% +$21.5M 0.17% 126
2024
Q3 		$984M Buy
3,629,294
+3,075
+0.1% +$766K 0.15% 142
2024
Q2 		$840M Buy
+3,626,219
New +$840M 0.14% 143
2016
Q1 		– Sell
-20,456,086
Closed -$1.42B – 492
2015
Q4 		$1.42B Sell
20,456,086
-11,840,038
-37% -$862M 0.4% 64
2015
Q3 		$2.39B Sell
32,296,124
-10,508,698
-25% -$809M 0.7% 34
2015
Q2 		$3.33B Sell
42,804,822
-5,160,038
-11% -$409M 0.9% 26
2015
Q1 		$3.75B Sell
47,964,860
-8,665,000
-15% -$720M 1.01% 21
2014
Q4 		$5.27B Hold
56,629,860
– – 1.43% 11
2014
Q3 		$4.96B Sell
56,629,860
-8,374,000
-13% -$754M 1.39% 12
2014
Q2 		$6.17B Sell
65,003,860
-500,000
-0.8% -$45.1M 1.7% 8
2014
Q1 		$5.9B Hold
65,503,860
– – 1.68% 9
2013
Q4 		$5.94B Sell
65,503,860
-750,000
-1% -$61.6M 1.67% 8
2013
Q3 		$5B Hold
66,253,860
– – 1.52% 11
2013
Q2 		$4.95B Buy
+66,253,860
New +$4.71B 1.61% 10

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

Capital World Investors's AXP Position: Q1 2026 in Review

Capital World Investors reduced its American Express (AXP) stake by 62% in Q1 2026, selling an estimated $1.57B and leaving 2,839,257 shares worth $859M. The position accounts for 0.12% of the portfolio, ranked #158.

Capital World Investors first reported a position in AXP in Q2 2013 and has held it in 19 quarters since. The position peaked at $6.17B in Q2 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Capital World Investors held 2,839,257 shares of American Express worth $859M as of Q1 2026.
  • Capital World Investors sold 4,676,418 American Express shares in Q1 2026, an estimated $1.57B.
  • American Express made up 0.12% of Capital World Investors's portfolio in Q1 2026, its #158 holding.
  • Capital World Investors first reported a position in American Express in Q2 2013 and has held it in 19 quarters since.
  • Capital World Investors's American Express position peaked at $6.17B in Q2 2014.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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