Jacobs Levy Equity Management’s American Express AXP Stock Holding History

Jacobs Levy Equity Management’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
2025 Q4	–	Sell	-37,649	Closed	-$12.5M	–	931
2025 Q3	$12.5M	Sell	37,649 -21,802	-37%	-$6.93M	0.05%	259
2025 Q2	$19M	Buy	59,451 +31,707	+114%	+$8.92M	0.07%	219
2025 Q1	$7.46M	Buy	+27,744	New	+$8.2M	0.03%	386
2023 Q3	–	Sell	-6,068	Closed	-$1.06M	–	970
2023 Q2	$1.06M	Sell	6,068 -177,955	-97%	-$28.7M	0.01%	692
2023 Q1	$30.4M	Sell	184,023 -49,461	-21%	-$8.21M	0.19%	137
2022 Q4	$34.5M	Buy	233,484 +51,277	+28%	+$7.6M	0.23%	127
2022 Q3	$24.6M	Buy	+182,207	New	+$27.6M	0.19%	138
2019 Q4	–	Sell	-283,200	Closed	-$33.5M	–	996
2019 Q3	$33.5M	Buy	283,200 +138,780	+96%	+$17M	0.41%	56
2019 Q2	$17.8M	Buy	144,420 +108,870	+306%	+$12.8M	0.25%	105
2019 Q1	$3.89M	Buy	+35,550	New	+$3.74M	0.06%	377
2018 Q2	–	Sell	-42,330	Closed	-$3.95M	–	1023
2018 Q1	$3.95M	Buy	42,330 +23,830	+129%	+$2.31M	0.07%	323
2017 Q4	$1.84M	Buy	+18,500	New	+$1.76M	0.03%	475
2016 Q2	–	Sell	-338,261	Closed	-$20.8M	–	1153
2016 Q1	$20.8M	Sell	338,261 -25,190	-7%	-$1.47M	0.44%	53
2015 Q4	$25.3M	Sell	363,451 -41,760	-10%	-$3.04M	0.5%	58
2015 Q3	$30M	Sell	405,211 -6,250	-2%	-$481K	0.62%	38
2015 Q2	$32M	Sell	411,461 -66,190	-14%	-$5.25M	0.61%	35
2015 Q1	$37.3M	Buy	477,651 +163,690	+52%	+$13.6M	0.64%	35
2014 Q4	$29.2M	Sell	313,961 -115,490	-27%	-$10.4M	0.5%	49
2014 Q3	$37.6M	Buy	+429,451	New	+$38.7M	0.63%	33

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jacobs Levy Equity Management's AXP Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of American Express (AXP) in Q4 2025, closing a stake of 37,649 shares — an estimated $12.5M sold.

Jacobs Levy Equity Management first reported a position in AXP in Q3 2014 and held it in 19 quarters. The position peaked at $37.6M in Q3 2014. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Jacobs Levy Equity Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 37,649 American Express shares in Q4 2025, an estimated $12.5M.
Jacobs Levy Equity Management first reported a position in American Express in Q3 2014 and held it in 19 quarters.
Jacobs Levy Equity Management's American Express position peaked at $37.6M in Q3 2014.
3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.