Grantham, Mayo, Van Otterloo & Co (GMO)
AXP icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s American Express AXP Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$15.3M Buy
50,449
+26,565
+111% +$8.91M 0.04% 206
2025
Q4 		$8.84M Sell
23,884
-34,726
-59% -$12.4M 0.02% 251
2025
Q3 		$19.5M Sell
58,610
-15,991
-21% -$5.09M 0.05% 173
2025
Q2 		$23.8M Buy
74,601
+4,406
+6% +$1.24M 0.07% 155
2025
Q1 		$18.9M Buy
70,195
+739
+1% +$218K 0.06% 194
2024
Q4 		$20.6M Sell
69,456
-28,965
-29% -$8.32M 0.07% 187
2024
Q3 		$26.7M Sell
98,421
-1,163,929
-92% -$290M 0.08% 166
2024
Q2 		$292M Sell
1,262,350
-5,429
-0.4% -$1.26M 0.99% 27
2024
Q1 		$289M Buy
1,267,779
+93,962
+8% +$19.5M 1.05% 28
2023
Q4 		$220M Sell
1,173,817
-5,100
-0.4% -$821K 0.97% 29
2023
Q3 		$176M Buy
1,178,917
+77,677
+7% +$12.7M 0.83% 34
2023
Q2 		$192M Buy
1,101,240
+117,488
+12% +$19M 0.89% 29
2023
Q1 		$162M Sell
983,752
-351,782
-26% -$58.4M 0.83% 30
2022
Q4 		$197M Sell
1,335,534
-288,356
-18% -$42.7M 1.05% 24
2022
Q3 		$219M Buy
1,623,890
+66,040
+4% +$10M 1.26% 20
2022
Q2 		$216M Sell
1,557,850
-61,779
-4% -$10.2M 1.17% 21
2022
Q1 		$303M Sell
1,619,629
-14,650
-0.9% -$2.65M 1.46% 17
2021
Q4 		$267M Sell
1,634,279
-152,251
-9% -$26M 1.28% 22
2021
Q3 		$299M Sell
1,786,530
-345,093
-16% -$57.7M 1.48% 18
2021
Q2 		$352M Sell
2,131,623
-63,134
-3% -$9.89M 1.76% 16
2021
Q1 		$310M Sell
2,194,757
-393,958
-15% -$52.1M 1.7% 18
2020
Q4 		$313M Sell
2,588,715
-137,819
-5% -$15.3M 1.92% 17
2020
Q3 		$273M Buy
2,726,534
+74,380
+3% +$7.32M 1.95% 14
2020
Q2 		$252M Buy
2,652,154
+150,960
+6% +$13.9M 1.87% 16
2020
Q1 		$214M Buy
2,501,194
+52,801
+2% +$6.14M 1.79% 18
2019
Q4 		$305M Sell
2,448,393
-15,753
-0.6% -$1.88M 2.04% 13
2019
Q3 		$291M Buy
2,464,146
+40,292
+2% +$4.94M 2.02% 12
2019
Q2 		$299M Sell
2,423,854
-138,058
-5% -$16.2M 2.11% 9
2019
Q1 		$280M Sell
2,561,912
-190,629
-7% -$20M 2.01% 11
2018
Q4 		$262M Buy
2,752,541
+95,958
+4% +$10M 2.1% 14
2018
Q3 		$283M Sell
2,656,583
-6,500
-0.2% -$676K 1.92% 12
2018
Q2 		$261M Sell
2,663,083
-607,845
-19% -$59.7M 1.85% 18
2018
Q1 		$305M Buy
3,270,928
+234,682
+8% +$22.7M 1.87% 14
2017
Q4 		$302M Sell
3,036,246
-912,810
-23% -$86.9M 1.78% 13
2017
Q3 		$357M Sell
3,949,056
-1,027,908
-21% -$88.3M 2.09% 9
2017
Q2 		$419M Buy
4,976,964
+135,761
+3% +$10.7M 2.31% 8
2017
Q1 		$383M Sell
4,841,203
-1,380,702
-22% -$108M 2.16% 11
2016
Q4 		$461M Sell
6,221,905
-854,305
-12% -$59.1M 2.48% 7
2016
Q3 		$453M Buy
7,076,210
+502,111
+8% +$32.3M 2.14% 12
2016
Q2 		$399M Buy
6,574,099
+1,373,732
+26% +$87M 1.64% 14
2016
Q1 		$319M Buy
5,200,367
+1,754,352
+51% +$102M 1.19% 22
2015
Q4 		$240M Buy
3,446,015
+3,384,767
+5,526% +$246M 0.86% 29
2015
Q3 		$4.54M Sell
61,248
-4,642,470
-99% -$357M 0.02% 250
2015
Q2 		$366M Buy
4,703,718
+2,911,018
+162% +$231M 1.18% 23
2015
Q1 		$140M Buy
1,792,700
+1,561,000
+674% +$130M 0.42% 51
2014
Q4 		$21.6M Sell
231,700
-48,600
-17% -$4.36M 0.06% 132
2014
Q3 		$24.5M Buy
280,300
+96,700
+53% +$8.71M 0.07% 133
2014
Q2 		$17.4M Sell
183,600
-47,966
-21% -$4.32M 0.05% 156
2014
Q1 		$20.8M Sell
231,566
-104,882
-31% -$9.37M 0.05% 148
2013
Q4 		$30.5M Sell
336,448
-13,052
-4% -$1.07M 0.07% 115
2013
Q3 		$26.4M Buy
349,500
+100,100
+40% +$7.53M 0.07% 120
2013
Q2 		$18.6M Buy
+249,400
New +$17.7M 0.05% 146

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s AXP Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its American Express (AXP) stake by 111% in Q1 2026, buying an estimated $8.91M and bringing the position to 50,449 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #206.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $461M in Q4 2016. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 50,449 shares of American Express worth $15.3M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 26,565 American Express shares in Q1 2026, an estimated $8.91M.
  • American Express made up 0.04% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #206 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s American Express position peaked at $461M in Q4 2016.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.