Loomis, Sayles & Company
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Loomis, Sayles & Company’s American Express AXP Stock Holding History

Loomis, Sayles & Company’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 		$29.3K Sell
97
-39
-29% -$13.1K ﹤0.01% 650
2025
Q4 		$50.3K Sell
136
-6
-4% -$2.15K ﹤0.01% 609
2025
Q3 		$47.2K Buy
142
+2
+1% +$636 ﹤0.01% 618
2025
Q2 		$44.7K Sell
140
-32
-19% -$9.01K ﹤0.01% 626
2025
Q1 		$46K Sell
172
-94
-35% -$27.8K ﹤0.01% 628
2024
Q4 		$79K Buy
+266
New +$76.4K ﹤0.01% 588
2022
Q4 		– Sell
-1,426
Closed -$192K – 863
2022
Q3 		$192K Buy
+1,426
New +$216K ﹤0.01% 476
2022
Q2 		– Sell
-28
Closed -$5K – 972
2022
Q1 		$5K Buy
+28
New +$5.06K ﹤0.01% 780
2021
Q4 		– Sell
-73
Closed -$12K – 777
2021
Q3 		$12K Buy
+73
New +$12.2K ﹤0.01% 764
2020
Q3 		– Sell
-246
Closed -$23K – 658
2020
Q2 		$23K Sell
246
-14
-5% -$1.29K ﹤0.01% 556
2020
Q1 		$22K Sell
260
-239,065
-100% -$27.8M ﹤0.01% 578
2019
Q4 		$29.8M Sell
239,325
-3,138,245
-93% -$375M 0.05% 150
2019
Q3 		$399M Sell
3,377,570
-757,683
-18% -$92.9M 0.77% 35
2019
Q2 		$510M Buy
4,135,253
+3,272
+0.1% +$384K 0.95% 33
2019
Q1 		$452M Buy
4,131,981
+28,251
+0.7% +$2.97M 0.89% 34
2018
Q4 		$391M Sell
4,103,730
-209,267
-5% -$21.9M 0.92% 33
2018
Q3 		$459M Buy
4,312,997
+25,828
+0.6% +$2.69M 0.9% 31
2018
Q2 		$420M Sell
4,287,169
-99,608
-2% -$9.79M 0.85% 32
2018
Q1 		$409M Sell
4,386,777
-901,662
-17% -$87.3M 0.87% 31
2017
Q4 		$525M Sell
5,288,439
-95,728
-2% -$9.12M 1.09% 29
2017
Q3 		$487M Buy
5,384,167
+85,324
+2% +$7.33M 1.06% 30
2017
Q2 		$446M Buy
5,298,843
+206,101
+4% +$16.3M 1.05% 31
2017
Q1 		$403M Sell
5,092,742
-49,632
-1% -$3.88M 1% 31
2016
Q4 		$381M Buy
5,142,374
+334,030
+7% +$23.1M 0.94% 31
2016
Q3 		$308M Buy
4,808,344
+1,488,618
+45% +$95.6M 0.78% 33
2016
Q2 		$202M Sell
3,319,726
-67,488
-2% -$4.28M 0.55% 33
2016
Q1 		$208M Buy
3,387,214
+180,518
+6% +$10.5M 0.59% 34
2015
Q4 		$223M Buy
3,206,696
+108,226
+3% +$7.88M 0.63% 35
2015
Q3 		$230M Buy
3,098,470
+137,362
+5% +$10.6M 0.68% 35
2015
Q2 		$230M Buy
2,961,108
+573,021
+24% +$45.5M 0.63% 35
2015
Q1 		$187M Sell
2,388,087
-314,177
-12% -$26.1M 0.52% 41
2014
Q4 		$251M Sell
2,702,264
-505,183
-16% -$45.3M 0.7% 36
2014
Q3 		$281M Buy
3,207,447
+202,682
+7% +$18.2M 0.82% 28
2014
Q2 		$285M Buy
3,004,765
+107,020
+4% +$9.65M 0.81% 23
2014
Q1 		$261M Buy
2,897,745
+264,871
+10% +$23.7M 0.74% 25
2013
Q4 		$239M Buy
2,632,874
+58,177
+2% +$4.78M 0.72% 21
2013
Q3 		$194M Buy
2,574,697
+924,557
+56% +$69.6M 0.63% 29
2013
Q2 		$123K Buy
+1,650,140
New +$117M 0.44% 41

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

Loomis, Sayles & Company's AXP Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its American Express (AXP) stake by 29% in Q1 2026, selling an estimated $13.1K and leaving 97 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Loomis, Sayles & Company first reported a position in AXP in Q2 2013 and has held it in 38 quarters since. The position peaked at $525M in Q4 2017. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Loomis, Sayles & Company held 97 shares of American Express worth $29.3K as of Q1 2026.
  • Loomis, Sayles & Company sold 39 American Express shares in Q1 2026, an estimated $13.1K.
  • American Express made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #650 holding.
  • Loomis, Sayles & Company first reported a position in American Express in Q2 2013 and has held it in 38 quarters since.
  • Loomis, Sayles & Company's American Express position peaked at $525M in Q4 2017.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.