Kovitz Investment Group Partners’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
Q1 | $7.89M | Sell |
26,069
-219
| -0.8% | -$73.4K | 0.18% | 111 |
|
|
2025
Q4 | $9.73M | Sell |
26,288
-223,161
| -89% | -$79.9M | 0.22% | 100 |
|
|
2025
Q3 | $82.9M | Sell |
249,449
-55,629
| -18% | -$17.7M | 0.32% | 68 |
|
|
2025
Q2 | $97.3M | Sell |
305,078
-14,402
| -5% | -$4.05M | 0.42% | 64 |
|
|
2025
Q1 | $86M | Sell |
319,480
-176,363
| -36% | -$52.1M | 0.43% | 65 |
|
|
2024
Q4 | $147M | Buy |
495,843
+42,717
| +9% | +$12.3M | 0.72% | 35 |
|
|
2024
Q3 | $120M | Sell |
453,126
-248,359
| -35% | -$61.8M | 0.85% | 26 |
|
|
2024
Q2 | $162M | Buy |
701,485
+26,406
| +4% | +$6.12M | 1.39% | 14 |
|
|
2024
Q1 | $154M | Buy |
675,079
+698
| +0.1% | +$145K | 1.95% | 12 |
|
|
2023
Q4 | $126M | Buy |
674,381
+6,687
| +1% | +$1.08M | 2.09% | 15 |
|
|
2023
Q3 | $99.6M | Sell |
667,694
-71,432
| -10% | -$11.7M | 1.79% | 16 |
|
|
2023
Q2 | $129M | Buy |
739,126
+159,445
| +28% | +$25.7M | 1.89% | 16 |
|
|
2023
Q1 | $95.6M | Buy |
579,681
+155,413
| +37% | +$25.8M | 1.66% | 16 |
|
|
2022
Q4 | $62.7M | Sell |
424,268
-6,741
| -2% | -$999K | 1.24% | 31 |
|
|
2022
Q3 | $58.1M | Buy |
431,009
+10,133
| +2% | +$1.53M | 1.34% | 30 |
|
|
2022
Q2 | $58.3M | Sell |
420,876
-9,034
| -2% | -$1.49M | 1.29% | 28 |
|
|
2022
Q1 | $80.4M | Sell |
429,910
-318,515
| -43% | -$57.5M | 1.53% | 22 |
|
|
2021
Q4 | $93.4M | Sell |
748,425
-45,139
| -6% | -$7.7M | 2.2% | 12 |
|
|
2021
Q3 | $133M | Buy |
793,564
+5,587
| +0.7% | +$934K | 2.65% | 8 |
|
|
2021
Q2 | $130M | Sell |
787,977
-67,562
| -8% | -$10.6M | 2.56% | 7 |
|
|
2021
Q1 | $121M | Buy |
855,539
+76,982
| +10% | +$10.2M | 2.83% | 7 |
|
|
2020
Q4 | $94.1M | Buy |
778,557
+10,512
| +1% | +$1.16M | 2.29% | 10 |
|
|
2020
Q3 | $77M | Buy |
768,045
+6,092
| +0.8% | +$599K | 2.15% | 9 |
|
|
2020
Q2 | $72.5M | Buy |
761,953
+127,537
| +20% | +$11.7M | 2.24% | 9 |
|
|
2020
Q1 | $54.3M | Buy |
634,416
+163,907
| +35% | +$19.1M | 1.96% | 10 |
|
|
2019
Q4 | $58.6M | Buy |
470,509
+68,798
| +17% | +$8.22M | 1.7% | 17 |
|
|
2019
Q3 | $47.5M | Sell |
401,711
-2,941
| -0.7% | -$361K | 1.51% | 21 |
|
|
2019
Q2 | $50M | Sell |
404,652
-56,063
| -12% | -$6.58M | 1.58% | 22 |
|
|
2019
Q1 | $50.4M | Sell |
460,715
-10,396
| -2% | -$1.09M | 1.59% | 22 |
|
|
2018
Q4 | $44.9M | Sell |
471,111
-6,257
| -1% | -$655K | 1.78% | 22 |
|
|
2018
Q3 | $50.8M | Sell |
477,368
-6,491
| -1% | -$675K | 2.31% | 16 |
|
|
2018
Q2 | $47.4M | Sell |
483,859
-4,898
| -1% | -$481K | 2.21% | 18 |
|
|
2018
Q1 | $45.6M | Sell |
488,757
-103,223
| -17% | -$10M | 2.2% | 20 |
|
|
2017
Q4 | $58.8K | Sell |
591,980
-111,493
| -16% | -$10.6M | 2.52% | 13 |
|
|
2017
Q3 | $63.6M | Sell |
703,473
-90,736
| -11% | -$7.8M | 3.17% | 9 |
|
|
2017
Q2 | $66.9M | Buy |
794,209
+3,352
| +0.4% | +$265K | 3.56% | 7 |
|
|
2017
Q1 | $62.6M | Buy |
790,857
+8,559
| +1% | +$669K | 3.44% | 8 |
|
|
2016
Q4 | $58M | Sell |
782,298
-448
| -0.1% | -$31K | 3.38% | 9 |
|
|
2016
Q3 | $50.1M | Sell |
782,746
-9,999
| -1% | -$642K | 3.08% | 10 |
|
|
2016
Q2 | $44.1M | Sell |
792,745
-35,901
| -4% | -$2.27M | 3.06% | 11 |
|
|
2016
Q1 | $50.9M | Buy |
+828,646
| New | +$48.2M | 3% | 10 |
|
Other funds holding AXP
VCM
VPM
Kovitz Investment Group Partners's AXP Position: Q1 2026 in Review
Kovitz Investment Group Partners reduced its American Express (AXP) stake by 0.83% in Q1 2026, selling an estimated $73.4K and leaving 26,069 shares worth $7.89M. The position accounts for 0.18% of the portfolio, ranked #111.
Kovitz Investment Group Partners first reported a position in AXP in Q1 2016 and has held it in 41 quarters since. The position peaked at $162M in Q2 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Kovitz Investment Group Partners held 26,069 shares of American Express worth $7.89M as of Q1 2026.
- Kovitz Investment Group Partners sold 219 American Express shares in Q1 2026, an estimated $73.4K.
- American Express made up 0.18% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #111 holding.
- Kovitz Investment Group Partners first reported a position in American Express in Q1 2016 and has held it in 41 quarters since.
- Kovitz Investment Group Partners's American Express position peaked at $162M in Q2 2024.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.