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 Q2	$708M	Sell	2,094,222 -745,035	-26%	-$239M	0.08%	188
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Capital World Investors's AXP Position: Q2 2026 in Review

Capital World Investors reduced its American Express (AXP) stake by 26% in Q2 2026, selling an estimated $239M and leaving 2,094,222 shares worth $708M. The position accounts for 0.08% of the portfolio, ranked #188.

Capital World Investors first reported a position in AXP in Q2 2013 and has held it in 20 quarters since. The position peaked at $6.17B in Q2 2014. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Capital World Investors held 2,094,222 shares of American Express worth $708M as of Q2 2026.
Capital World Investors sold 745,035 American Express shares in Q2 2026, an estimated $239M.
American Express made up 0.08% of Capital World Investors's portfolio in Q2 2026, its #188 holding.
Capital World Investors first reported a position in American Express in Q2 2013 and has held it in 20 quarters since.
Capital World Investors's American Express position peaked at $6.17B in Q2 2014.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.