Joel Greenblatt’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 | $8.21M | Sell |
24,258
-167
| -0.7% | -$53.5K | 0.02% | 843 |
|
|
2026
Q1 | $7.39M | Buy |
24,425
+377
| +2% | +$126K | 0.02% | 765 |
|
|
2025
Q4 | $8.9M | Buy |
24,048
+2,557
| +12% | +$915K | 0.03% | 668 |
|
|
2025
Q3 | $7.14M | Buy |
21,491
+4,537
| +27% | +$1.44M | 0.03% | 677 |
|
|
2025
Q2 | $5.41M | Buy |
16,954
+1,342
| +9% | +$378K | 0.03% | 644 |
|
|
2025
Q1 | $4.2M | Buy |
15,612
+1,091
| +8% | +$322K | 0.04% | 574 |
|
|
2024
Q4 | $4.31M | Buy |
14,521
+320
| +2% | +$91.9K | 0.04% | 542 |
|
|
2024
Q3 | $3.85M | Buy |
14,201
+2,236
| +19% | +$557K | 0.04% | 566 |
|
|
2024
Q2 | $2.77M | Buy |
11,965
+666
| +6% | +$154K | 0.04% | 587 |
|
|
2024
Q1 | $2.57M | Buy |
11,299
+4,369
| +63% | +$906K | 0.04% | 577 |
|
|
2023
Q4 | $1.3M | Sell |
6,930
-392
| -5% | -$63.1K | 0.02% | 719 |
|
|
2023
Q3 | $1.09M | Sell |
7,322
-361
| -5% | -$59K | 0.02% | 747 |
|
|
2023
Q2 | $1.34M | Sell |
7,683
-826
| -10% | -$133K | 0.03% | 680 |
|
|
2023
Q1 | $1.4M | Buy |
8,509
+4,531
| +114% | +$752K | 0.03% | 634 |
|
|
2022
Q4 | $588K | Sell |
3,978
-3,063
| -44% | -$454K | 0.02% | 843 |
|
|
2022
Q3 | $950K | Sell |
7,041
-2,589
| -27% | -$392K | 0.03% | 671 |
|
|
2022
Q2 | $1.33M | Sell |
9,630
-6,460
| -40% | -$1.07M | 0.04% | 484 |
|
|
2022
Q1 | $3.01M | Buy |
16,090
+782
| +5% | +$141K | 0.09% | 266 |
|
|
2021
Q4 | $2.5M | Buy |
15,308
+3,383
| +28% | +$577K | 0.08% | 299 |
|
|
2021
Q3 | $2M | Buy |
11,925
+8,316
| +230% | +$1.39M | 0.08% | 296 |
|
|
2021
Q2 | $596K | Buy |
3,609
+2,160
| +149% | +$338K | 0.03% | 640 |
|
|
2021
Q1 | $205K | Sell |
1,449
-1,937
| -57% | -$256K | 0.01% | 946 |
|
|
2020
Q4 | $409K | Sell |
3,386
-5,812
| -63% | -$644K | 0.01% | 758 |
|
|
2020
Q3 | $922K | Sell |
9,198
-2,605
| -22% | -$256K | 0.03% | 561 |
|
|
2020
Q2 | $1.12M | Sell |
11,803
-51,524
| -81% | -$4.74M | 0.03% | 538 |
|
|
2020
Q1 | $5.42M | Sell |
63,327
-36,990
| -37% | -$4.3M | 0.15% | 202 |
|
|
2019
Q4 | $12.5M | Buy |
100,317
+25,448
| +34% | +$3.04M | 0.23% | 122 |
|
|
2019
Q3 | $8.86M | Sell |
74,869
-78,010
| -51% | -$9.57M | 0.16% | 182 |
|
|
2019
Q2 | $18.9M | Buy |
152,879
+119,813
| +362% | +$14.1M | 0.3% | 89 |
|
|
2019
Q1 | $3.61M | Buy |
33,066
+4,617
| +16% | +$485K | 0.05% | 401 |
|
|
2018
Q4 | $2.71M | Sell |
28,449
-3,138
| -10% | -$328K | 0.04% | 432 |
|
|
2018
Q3 | $3.36M | Buy |
31,587
+10,984
| +53% | +$1.14M | 0.05% | 414 |
|
|
2018
Q2 | $2.02M | Sell |
20,603
-36,675
| -64% | -$3.6M | 0.03% | 474 |
|
|
2018
Q1 | $5.34M | Buy |
57,278
+45,169
| +373% | +$4.38M | 0.07% | 347 |
|
|
2017
Q4 | $1.2M | Buy |
+12,109
| New | +$1.15M | 0.02% | 563 |
|
|
2017
Q2 | – | Sell |
-2,905
| Closed | -$230K | – | 965 |
|
|
2017
Q1 | $230K | Sell |
2,905
-1,651
| -36% | -$129K | ﹤0.01% | 909 |
|
|
2016
Q4 | $338K | Sell |
4,556
-712
| -14% | -$49.3K | ﹤0.01% | 789 |
|
|
2016
Q3 | $337K | Buy |
5,268
+1,299
| +33% | +$83.5K | ﹤0.01% | 764 |
|
|
2016
Q2 | $241K | Sell |
3,969
-133
| -3% | -$8.43K | ﹤0.01% | 851 |
|
|
2016
Q1 | $252K | Sell |
4,102
-4,836
| -54% | -$281K | ﹤0.01% | 875 |
|
|
2015
Q4 | $622K | Buy |
8,938
+6,136
| +219% | +$446K | 0.01% | 667 |
|
|
2015
Q3 | $208K | Sell |
2,802
-1,595
| -36% | -$123K | ﹤0.01% | 857 |
|
|
2015
Q2 | $342K | Buy |
4,397
+1,554
| +55% | +$123K | ﹤0.01% | 795 |
|
|
2015
Q1 | $222K | Buy |
+2,843
| New | +$236K | ﹤0.01% | 851 |
|
Other funds holding AXP
Joel Greenblatt's AXP Position: Q2 2026 in Review
Joel Greenblatt reduced its American Express (AXP) stake by 0.68% in Q2 2026, selling an estimated $53.5K and leaving 24,258 shares worth $8.21M. The position accounts for 0.02% of the portfolio, ranked #843.
Joel Greenblatt first reported a position in AXP in Q1 2015 and has held it in 44 quarters since. The position peaked at $18.9M in Q2 2019. 2,989 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Joel Greenblatt held 24,258 shares of American Express worth $8.21M as of Q2 2026.
- Joel Greenblatt sold 167 American Express shares in Q2 2026, an estimated $53.5K.
- American Express made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #843 holding.
- Joel Greenblatt first reported a position in American Express in Q1 2015 and has held it in 44 quarters since.
- Joel Greenblatt's American Express position peaked at $18.9M in Q2 2019.
- 2,989 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.