Davis Selected Advisers’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 | $70.5M | Sell |
233,126
-8,574
| -4% | -$2.87M | 0.32% | 45 |
|
|
2025
Q4 | $89.4M | Sell |
241,700
-6,240
| -3% | -$2.23M | 0.4% | 42 |
|
|
2025
Q3 | $82.4M | Sell |
247,940
-22,560
| -8% | -$7.18M | 0.43% | 42 |
|
|
2025
Q2 | $86.3M | Sell |
270,500
-935
| -0.3% | -$263K | 0.46% | 41 |
|
|
2025
Q1 | $73M | Sell |
271,435
-3,055
| -1% | -$903K | 0.42% | 40 |
|
|
2024
Q4 | $81.5M | Sell |
274,490
-13,058
| -5% | -$3.75M | 0.47% | 36 |
|
|
2024
Q3 | $78M | Sell |
287,548
-76,255
| -21% | -$19M | 0.44% | 39 |
|
|
2024
Q2 | $84.2M | Sell |
363,803
-402,542
| -53% | -$93.2M | 0.49% | 35 |
|
|
2024
Q1 | $174M | Sell |
766,345
-137,146
| -15% | -$28.4M | 0.98% | 23 |
|
|
2023
Q4 | $169M | Sell |
903,491
-28,809
| -3% | -$4.64M | 0.96% | 23 |
|
|
2023
Q3 | $139M | Sell |
932,300
-17,768
| -2% | -$2.91M | 0.87% | 24 |
|
|
2023
Q2 | $166M | Sell |
950,068
-14,156
| -1% | -$2.28M | 1.01% | 22 |
|
|
2023
Q1 | $159M | Sell |
964,224
-24,728
| -3% | -$4.1M | 1.05% | 24 |
|
|
2022
Q4 | $146M | Sell |
988,952
-89,851
| -8% | -$13.3M | 0.99% | 24 |
|
|
2022
Q3 | $146M | Sell |
1,078,803
-10,314
| -0.9% | -$1.56M | 1.03% | 24 |
|
|
2022
Q2 | $151M | Sell |
1,089,117
-551,790
| -34% | -$91.1M | 0.97% | 25 |
|
|
2022
Q1 | $307M | Sell |
1,640,907
-1,041,603
| -39% | -$188M | 1.55% | 22 |
|
|
2021
Q4 | $439M | Sell |
2,682,510
-1,416,779
| -35% | -$242M | 2.04% | 18 |
|
|
2021
Q3 | $687M | Sell |
4,099,289
-818,101
| -17% | -$137M | 3.17% | 14 |
|
|
2021
Q2 | $813M | Sell |
4,917,390
-38,197
| -0.8% | -$5.98M | 3.34% | 12 |
|
|
2021
Q1 | $701M | Sell |
4,955,587
-136,315
| -3% | -$18M | 3.07% | 14 |
|
|
2020
Q4 | $616M | Sell |
5,091,902
-203,104
| -4% | -$22.5M | 2.96% | 16 |
|
|
2020
Q3 | $531M | Sell |
5,295,006
-194,620
| -4% | -$19.1M | 2.95% | 16 |
|
|
2020
Q2 | $523M | Buy |
5,489,626
+93,100
| +2% | +$8.57M | 3.02% | 15 |
|
|
2020
Q1 | $462M | Sell |
5,396,526
-163,128
| -3% | -$19M | 3.13% | 14 |
|
|
2019
Q4 | $692M | Sell |
5,559,654
-297,252
| -5% | -$35.5M | 3.31% | 13 |
|
|
2019
Q3 | $693M | Sell |
5,856,906
-271,486
| -4% | -$33.3M | 3.49% | 13 |
|
|
2019
Q2 | $756M | Sell |
6,128,392
-183,393
| -3% | -$21.5M | 3.74% | 10 |
|
|
2019
Q1 | $690M | Sell |
6,311,785
-205,210
| -3% | -$21.6M | 3.39% | 13 |
|
|
2018
Q4 | $621M | Sell |
6,516,995
-242,185
| -4% | -$25.3M | 3.47% | 10 |
|
|
2018
Q3 | $720M | Sell |
6,759,180
-505,560
| -7% | -$52.6M | 3.09% | 12 |
|
|
2018
Q2 | $712M | Sell |
7,264,740
-278,845
| -4% | -$27.4M | 3.03% | 16 |
|
|
2018
Q1 | $704M | Sell |
7,543,585
-245,184
| -3% | -$23.7M | 3.04% | 13 |
|
|
2017
Q4 | $774M | Sell |
7,788,769
-3,115,766
| -29% | -$297M | 3.29% | 11 |
|
|
2017
Q3 | $986M | Sell |
10,904,535
-392,628
| -3% | -$33.7M | 4.2% | 7 |
|
|
2017
Q2 | $952M | Sell |
11,297,163
-533,544
| -5% | -$42.2M | 4.16% | 8 |
|
|
2017
Q1 | $936M | Sell |
11,830,707
-233,651
| -2% | -$18.3M | 4.04% | 8 |
|
|
2016
Q4 | $894M | Sell |
12,064,358
-784,779
| -6% | -$54.3M | 3.91% | 9 |
|
|
2016
Q3 | $823M | Sell |
12,849,137
-742,733
| -5% | -$47.7M | 3.59% | 9 |
|
|
2016
Q2 | $826M | Sell |
13,591,870
-575,316
| -4% | -$36.4M | 3.64% | 8 |
|
|
2016
Q1 | $870M | Sell |
14,167,186
-1,117,334
| -7% | -$65M | 3.85% | 7 |
|
|
2015
Q4 | $1.06B | Sell |
15,284,520
-2,235,388
| -13% | -$163M | 4.44% | 4 |
|
|
2015
Q3 | $1.3B | Sell |
17,519,908
-3,125,106
| -15% | -$240M | 5.39% | 4 |
|
|
2015
Q2 | $1.6B | Sell |
20,645,014
-196,193
| -0.9% | -$15.6M | 5.61% | 4 |
|
|
2015
Q1 | $1.63B | Sell |
20,841,207
-1,398,516
| -6% | -$116M | 5.55% | 5 |
|
|
2014
Q4 | $2.07B | Sell |
22,239,723
-2,293,821
| -9% | -$206M | 6.7% | 3 |
|
|
2014
Q3 | $2.15B | Sell |
24,533,544
-1,083,118
| -4% | -$97.5M | 6.67% | 4 |
|
|
2014
Q2 | $2.43B | Sell |
25,616,662
-2,319,715
| -8% | -$209M | 7.22% | 3 |
|
|
2014
Q1 | $2.52B | Sell |
27,936,377
-7,831,464
| -22% | -$700M | 6.92% | 2 |
|
|
2013
Q4 | $3.25B | Sell |
35,767,841
-1,345,715
| -4% | -$111M | 7.93% | 1 |
|
|
2013
Q3 | $2.8B | Sell |
37,113,556
-666,306
| -2% | -$50.1M | 7.28% | 1 |
|
|
2013
Q2 | $2.82B | Buy |
+37,779,862
| New | +$2.69B | 7.17% | 1 |
|
Other funds holding AXP
VCM
VPM
Davis Selected Advisers's AXP Position: Q1 2026 in Review
Davis Selected Advisers reduced its American Express (AXP) stake by 3.5% in Q1 2026, selling an estimated $2.87M and leaving 233,126 shares worth $70.5M. The position accounts for 0.32% of the portfolio, ranked #45.
Davis Selected Advisers first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.25B in Q4 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Davis Selected Advisers held 233,126 shares of American Express worth $70.5M as of Q1 2026.
- Davis Selected Advisers sold 8,574 American Express shares in Q1 2026, an estimated $2.87M.
- American Express made up 0.32% of Davis Selected Advisers's portfolio in Q1 2026, its #45 holding.
- Davis Selected Advisers first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Davis Selected Advisers's American Express position peaked at $3.25B in Q4 2013.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.