Dimensional Fund Advisors
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Dimensional Fund Advisors’s American Express AXP Stock Holding History

Dimensional Fund Advisors’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 		$820M Sell
2,711,602
-19,355
-0.7% -$6.49M 0.17% 79
2025
Q4 		$1.01B Sell
2,730,957
-5,557
-0.2% -$1.99M 0.21% 57
2025
Q3 		$909M Sell
2,736,514
-292,251
-10% -$93M 0.2% 62
2025
Q2 		$966M Sell
3,028,765
-92,407
-3% -$26M 0.22% 52
2025
Q1 		$840M Buy
3,121,172
+69,057
+2% +$20.4M 0.21% 57
2024
Q4 		$906M Buy
3,052,115
+126,030
+4% +$36.2M 0.22% 49
2024
Q3 		$794M Buy
2,926,085
+108,777
+4% +$27.1M 0.19% 63
2024
Q2 		$652M Sell
2,817,308
-126,354
-4% -$29.3M 0.17% 79
2024
Q1 		$670M Sell
2,943,662
-23,628
-0.8% -$4.9M 0.18% 77
2023
Q4 		$556M Sell
2,967,290
-31,533
-1% -$5.08M 0.16% 82
2023
Q3 		$447M Sell
2,998,823
-16,864
-0.6% -$2.76M 0.15% 99
2023
Q2 		$525M Sell
3,015,687
-68,699
-2% -$11.1M 0.17% 83
2023
Q1 		$509M Buy
3,084,386
+30,443
+1% +$5.05M 0.17% 82
2022
Q4 		$451K Buy
3,053,943
+8,306
+0.3% +$1.23M 0.13% 97
2022
Q3 		$411M Buy
3,045,637
+50,829
+2% +$7.69M 0.16% 82
2022
Q2 		$415M Sell
2,994,808
-9,853
-0.3% -$1.63M 0.15% 100
2022
Q1 		$562M Buy
3,004,661
+155,804
+5% +$28.1M 0.17% 79
2021
Q4 		$466M Buy
2,848,857
+161,483
+6% +$27.5M 0.14% 104
2021
Q3 		$450M Buy
2,687,374
+43,985
+2% +$7.35M 0.15% 98
2021
Q2 		$437M Buy
2,643,389
+46,895
+2% +$7.34M 0.14% 101
2021
Q1 		$367M Sell
2,596,494
-86,169
-3% -$11.4M 0.12% 120
2020
Q4 		$324M Sell
2,682,663
-66,983
-2% -$7.42M 0.12% 115
2020
Q3 		$276M Sell
2,749,646
-194,881
-7% -$19.2M 0.12% 124
2020
Q2 		$280M Sell
2,944,527
-63,867
-2% -$5.88M 0.12% 109
2020
Q1 		$258M Buy
3,008,394
+42,672
+1% +$4.96M 0.13% 103
2019
Q4 		$369M Sell
2,965,722
-6,383
-0.2% -$763K 0.13% 95
2019
Q3 		$352M Sell
2,972,105
-35,632
-1% -$4.37M 0.14% 92
2019
Q2 		$371M Buy
3,007,737
+8,619
+0.3% +$1.01M 0.14% 85
2019
Q1 		$328M Sell
2,999,118
-95,293
-3% -$10M 0.13% 97
2018
Q4 		$295M Sell
3,094,411
-86,581
-3% -$9.06M 0.13% 91
2018
Q3 		$339M Buy
3,180,992
+20,091
+0.6% +$2.09M 0.13% 98
2018
Q2 		$310M Buy
3,160,901
+67,979
+2% +$6.68M 0.12% 100
2018
Q1 		$289M Buy
3,092,922
+12,742
+0.4% +$1.23M 0.12% 113
2017
Q4 		$306M Sell
3,080,180
-63,695
-2% -$6.07M 0.13% 109
2017
Q3 		$284M Sell
3,143,875
-149,521
-5% -$12.9M 0.12% 109
2017
Q2 		$277M Buy
3,293,396
+166,081
+5% +$13.1M 0.13% 104
2017
Q1 		$247M Sell
3,127,315
-13,782
-0.4% -$1.08M 0.12% 123
2016
Q4 		$233M Sell
3,141,097
-146,632
-4% -$10.2M 0.12% 127
2016
Q3 		$211M Buy
3,287,729
+245,319
+8% +$15.8M 0.11% 137
2016
Q2 		$185M Sell
3,042,410
-74,959
-2% -$4.75M 0.11% 156
2016
Q1 		$191M Buy
3,117,369
+877,938
+39% +$51.1M 0.11% 139
2015
Q4 		$156M Buy
2,239,431
+155,627
+7% +$11.3M 0.1% 173
2015
Q3 		$154M Buy
2,083,804
+263,408
+14% +$20.3M 0.1% 159
2015
Q2 		$141M Buy
1,820,396
+117,908
+7% +$9.35M 0.09% 222
2015
Q1 		$133M Buy
1,702,488
+57,806
+4% +$4.8M 0.08% 242
2014
Q4 		$153M Buy
1,644,682
+159,817
+11% +$14.3M 0.1% 184
2014
Q3 		$130M Buy
1,484,865
+74,524
+5% +$6.71M 0.09% 206
2014
Q2 		$134M Buy
1,410,341
+171,690
+14% +$15.5M 0.09% 205
2014
Q1 		$112M Buy
1,238,651
+180,521
+17% +$16.1M 0.08% 232
2013
Q4 		$96M Buy
1,058,130
+12,777
+1% +$1.05M 0.07% 276
2013
Q3 		$78.9M Buy
1,045,353
+25,857
+3% +$1.95M 0.07% 315
2013
Q2 		$76.2M Buy
+1,019,496
New +$72.5M 0.07% 293

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

Dimensional Fund Advisors's AXP Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its American Express (AXP) stake by 0.71% in Q1 2026, selling an estimated $6.49M and leaving 2,711,602 shares worth $820M. The position accounts for 0.17% of the portfolio, ranked #79.

Dimensional Fund Advisors first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01B in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Dimensional Fund Advisors held 2,711,602 shares of American Express worth $820M as of Q1 2026.
  • Dimensional Fund Advisors sold 19,355 American Express shares in Q1 2026, an estimated $6.49M.
  • American Express made up 0.17% of Dimensional Fund Advisors's portfolio in Q1 2026, its #79 holding.
  • Dimensional Fund Advisors first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's American Express position peaked at $1.01B in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.