Focused Investors’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
Q2 | $154M | Sell |
455,650
-46,800
| -9% | -$15M | 5.2% | 9 |
|
|
2026
Q1 | $152M | Buy |
502,450
+67,900
| +16% | +$22.8M | 4.94% | 9 |
|
|
2025
Q4 | $161M | Sell |
434,550
-11,550
| -3% | -$4.13M | 5.12% | 8 |
|
|
2025
Q3 | $148M | Buy |
446,100
+18,400
| +4% | +$5.85M | 4.53% | 10 |
|
|
2025
Q2 | $136M | Sell |
427,700
-8,900
| -2% | -$2.5M | 4.46% | 11 |
|
|
2025
Q1 | $117M | Sell |
436,600
-10,400
| -2% | -$3.07M | 3.77% | 13 |
|
|
2024
Q4 | $133M | Sell |
447,000
-3,400
| -0.8% | -$977K | 4.19% | 12 |
|
|
2024
Q3 | $122M | Sell |
450,400
-8,400
| -2% | -$2.09M | 3.71% | 13 |
|
|
2024
Q2 | $106M | Sell |
458,800
-12,800
| -3% | -$2.96M | 3.45% | 14 |
|
|
2024
Q1 | $107M | Sell |
471,600
-27,400
| -5% | -$5.68M | 3.36% | 16 |
|
|
2023
Q4 | $93.5M | Sell |
499,000
-2,900
| -0.6% | -$467K | 3.03% | 20 |
|
|
2023
Q3 | $74.9M | Sell |
501,900
-7,200
| -1% | -$1.18M | 2.66% | 21 |
|
|
2023
Q2 | $88.7M | Sell |
509,100
-2,750
| -0.5% | -$444K | 2.97% | 18 |
|
|
2023
Q1 | $84.4M | Sell |
511,850
-25,900
| -5% | -$4.3M | 2.91% | 20 |
|
|
2022
Q4 | $79.5M | Sell |
537,750
-5,300
| -1% | -$785K | 2.56% | 21 |
|
|
2022
Q3 | $73.3M | Sell |
543,050
-10,850
| -2% | -$1.64M | 2.62% | 21 |
|
|
2022
Q2 | $76.8M | Sell |
553,900
-600
| -0.1% | -$99.1K | 2.64% | 19 |
|
|
2022
Q1 | $104M | Sell |
554,500
-19,800
| -3% | -$3.58M | 3.3% | 15 |
|
|
2021
Q4 | $94M | Buy |
574,300
+2,200
| +0.4% | +$375K | 2.87% | 17 |
|
|
2021
Q3 | $95.8M | Sell |
572,100
-16,500
| -3% | -$2.76M | 3.2% | 15 |
|
|
2021
Q2 | $97.3M | Sell |
588,600
-14,700
| -2% | -$2.3M | 3.1% | 19 |
|
|
2021
Q1 | $85.3M | Sell |
603,300
-36,300
| -6% | -$4.8M | 2.95% | 19 |
|
|
2020
Q4 | $77.3M | Sell |
639,600
-400
| -0.1% | -$44.3K | 2.8% | 19 |
|
|
2020
Q3 | $64.2M | Sell |
640,000
-210,100
| -25% | -$20.7M | 2.62% | 20 |
|
|
2020
Q2 | $80.9M | Sell |
850,100
-438,400
| -34% | -$40.4M | 3.63% | 14 |
|
|
2020
Q1 | $110M | Buy |
1,288,500
+15,200
| +1% | +$1.77M | 5.51% | 6 |
|
|
2019
Q4 | $159M | Sell |
1,273,300
-44,800
| -3% | -$5.35M | 6.29% | 5 |
|
|
2019
Q3 | $156M | Sell |
1,318,100
-4,600
| -0.3% | -$564K | 6.83% | 2 |
|
|
2019
Q2 | $163M | Sell |
1,322,700
-46,400
| -3% | -$5.45M | 7.16% | 2 |
|
|
2019
Q1 | $150M | Sell |
1,369,100
-54,700
| -4% | -$5.75M | 6.54% | 3 |
|
|
2018
Q4 | $136M | Sell |
1,423,800
-67,900
| -5% | -$7.1M | 6.23% | 3 |
|
|
2018
Q3 | $159M | Sell |
1,491,700
-2,200
| -0.1% | -$229K | 6.25% | 3 |
|
|
2018
Q2 | $146M | Sell |
1,493,900
-2,900
| -0.2% | -$285K | 6.28% | 2 |
|
|
2018
Q1 | $140M | Sell |
1,496,800
-43,000
| -3% | -$4.17M | 6.11% | 4 |
|
|
2017
Q4 | $153M | Sell |
1,539,800
-42,400
| -3% | -$4.04M | 6.22% | 2 |
|
|
2017
Q3 | $143M | Sell |
1,582,200
-45,200
| -3% | -$3.88M | 6.07% | 1 |
|
|
2017
Q2 | $137M | Sell |
1,627,400
-362,900
| -18% | -$28.7M | 5.83% | 4 |
|
|
2017
Q1 | $157M | Sell |
1,990,300
-6,500
| -0.3% | -$508K | 5.68% | 4 |
|
|
2016
Q4 | $148M | Sell |
1,996,800
-41,400
| -2% | -$2.87M | 5.62% | 2 |
|
|
2016
Q3 | $131M | Sell |
2,038,200
-19,300
| -0.9% | -$1.24M | 5.18% | 8 |
|
|
2016
Q2 | $125M | Sell |
2,057,500
-34,800
| -2% | -$2.2M | 4.92% | 8 |
|
|
2016
Q1 | $128M | Sell |
2,092,300
-45,500
| -2% | -$2.65M | 4.94% | 8 |
|
|
2015
Q4 | $149M | Sell |
2,137,800
-172,300
| -7% | -$12.5M | 5.73% | 5 |
|
|
2015
Q3 | $171M | Sell |
2,310,100
-19,400
| -0.8% | -$1.49M | 6.27% | 4 |
|
|
2015
Q2 | $181M | Buy |
2,329,500
+256,200
| +12% | +$20.3M | 6.28% | 4 |
|
|
2015
Q1 | $162M | Buy |
2,073,300
+249,900
| +14% | +$20.8M | 5.61% | 6 |
|
|
2014
Q4 | $170M | Sell |
1,823,400
-115,400
| -6% | -$10.3M | 6.15% | 5 |
|
|
2014
Q3 | $170M | Sell |
1,938,800
-12,000
| -0.6% | -$1.08M | 6.24% | 3 |
|
|
2014
Q2 | $185M | Sell |
1,950,800
-10,300
| -0.5% | -$928K | 6.94% | 2 |
|
|
2014
Q1 | $177M | Sell |
1,961,100
-62,700
| -3% | -$5.6M | 6.99% | 2 |
|
|
2013
Q4 | $184M | Sell |
2,023,800
-900
| -0% | -$73.9K | 7.2% | 2 |
|
|
2013
Q3 | $153M | Buy |
2,024,700
+81,700
| +4% | +$6.15M | 6.57% | 2 |
|
|
2013
Q2 | $145M | Buy |
+1,943,000
| New | +$138M | 6.31% | 4 |
|
Other funds holding AXP
N
RCWMU
Focused Investors's AXP Position: Q2 2026 in Review
Focused Investors reduced its American Express (AXP) stake by 9.3% in Q2 2026, selling an estimated $15M and leaving 455,650 shares worth $154M. The position accounts for 5.2% of the portfolio, ranked #9.
Focused Investors first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $185M in Q2 2014. 2,239 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Focused Investors held 455,650 shares of American Express worth $154M as of Q2 2026.
- Focused Investors sold 46,800 American Express shares in Q2 2026, an estimated $15M.
- American Express made up 5.2% of Focused Investors's portfolio in Q2 2026, its #9 holding.
- Focused Investors first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
- Focused Investors's American Express position peaked at $185M in Q2 2014.
- 2,239 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Focused Investors's 13F filing for Q2 2026, filed 28 Jul 2026.