Schwerin Boyle Capital Management’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 | $43.4M | Sell |
143,404
-15,925
| -10% | -$5.34M | 5.5% | 5 |
|
|
2025
Q4 | $58.9M | Sell |
159,329
-1,940
| -1% | -$694K | 6.46% | 4 |
|
|
2025
Q3 | $53.6M | Sell |
161,269
-565
| -0.3% | -$180K | 5.85% | 5 |
|
|
2025
Q2 | $51.6M | Sell |
161,834
-20,880
| -11% | -$5.88M | 5.75% | 4 |
|
|
2025
Q1 | $49.2M | Sell |
182,714
-8,934
| -5% | -$2.64M | 5.07% | 4 |
|
|
2024
Q4 | $56.9M | Sell |
191,648
-1,200
| -0.6% | -$345K | 5.83% | 4 |
|
|
2024
Q3 | $52.3M | Sell |
192,848
-15,375
| -7% | -$3.83M | 5.48% | 3 |
|
|
2024
Q2 | $48.2M | Sell |
208,223
-51,571
| -20% | -$11.9M | 5.06% | 5 |
|
|
2024
Q1 | $59.2M | Sell |
259,794
-941
| -0.4% | -$195K | 5.88% | 3 |
|
|
2023
Q4 | $48.8M | Sell |
260,735
-639
| -0.2% | -$103K | 5.46% | 3 |
|
|
2023
Q3 | $39M | Sell |
261,374
-80,702
| -24% | -$13.2M | 4.58% | 3 |
|
|
2023
Q2 | $59.6M | Sell |
342,076
-2,550
| -0.7% | -$411K | 5.62% | 3 |
|
|
2023
Q1 | $56.8M | Sell |
344,626
-28,050
| -8% | -$4.65M | 5.84% | 3 |
|
|
2022
Q4 | $55.1M | Sell |
372,676
-3,203
| -0.9% | -$475K | 5.55% | 3 |
|
|
2022
Q3 | $50.7M | Sell |
375,879
-150
| -0% | -$22.7K | 5.52% | 4 |
|
|
2022
Q2 | $52.1M | Sell |
376,029
-750
| -0.2% | -$124K | 5.32% | 5 |
|
|
2022
Q1 | $70.5M | Sell |
376,779
-2,750
| -0.7% | -$497K | 5.87% | 3 |
|
|
2021
Q4 | $62.1M | Sell |
379,529
-1,550
| -0.4% | -$264K | 5.05% | 7 |
|
|
2021
Q3 | $63.8M | Sell |
381,079
-21,680
| -5% | -$3.62M | 5.37% | 6 |
|
|
2021
Q2 | $66.5M | Sell |
402,759
-4,600
| -1% | -$720K | 5.49% | 5 |
|
|
2021
Q1 | $57.6M | Sell |
407,359
-6,200
| -1% | -$819K | 5.12% | 7 |
|
|
2020
Q4 | $50M | Sell |
413,559
-3,721
| -0.9% | -$412K | 4.66% | 7 |
|
|
2020
Q3 | $41.8M | Sell |
417,280
-6,990
| -2% | -$688K | 4.8% | 7 |
|
|
2020
Q2 | $40.4M | Sell |
424,270
-14,400
| -3% | -$1.33M | 5.08% | 6 |
|
|
2020
Q1 | $37.6M | Sell |
438,670
-4,540
| -1% | -$528K | 5.24% | 6 |
|
|
2019
Q4 | $55.2M | Buy |
443,210
+400
| +0.1% | +$47.8K | 5.28% | 4 |
|
|
2019
Q3 | $52.4M | Sell |
442,810
-9,775
| -2% | -$1.2M | 5.4% | 4 |
|
|
2019
Q2 | $55.9M | Sell |
452,585
-5,150
| -1% | -$605K | 5.84% | 3 |
|
|
2019
Q1 | $50M | Sell |
457,735
-1,400
| -0.3% | -$147K | 5.49% | 2 |
|
|
2018
Q4 | $43.8M | Sell |
459,135
-1,825
| -0.4% | -$191K | 5.49% | 3 |
|
|
2018
Q3 | $49.1M | Sell |
460,960
-5,500
| -1% | -$572K | 5.21% | 3 |
|
|
2018
Q2 | $45.7M | Sell |
466,460
-300
| -0.1% | -$29.5K | 5.01% | 4 |
|
|
2018
Q1 | $43.5M | Sell |
466,760
-2,900
| -0.6% | -$281K | 4.78% | 4 |
|
|
2017
Q4 | $46.6M | Sell |
469,660
-5,550
| -1% | -$529K | 5.09% | 3 |
|
|
2017
Q3 | $43M | Sell |
475,210
-5,700
| -1% | -$490K | 4.84% | 3 |
|
|
2017
Q2 | $40.5M | Buy |
480,910
+1,950
| +0.4% | +$154K | 4.76% | 2 |
|
|
2017
Q1 | $37.9M | Sell |
478,960
-2,375
| -0.5% | -$186K | 4.64% | 3 |
|
|
2016
Q4 | $35.7M | Sell |
481,335
-1,000
| -0.2% | -$69.2K | 4.41% | 3 |
|
|
2016
Q3 | $30.9M | Sell |
482,335
-950
| -0.2% | -$61K | 4.28% | 5 |
|
|
2016
Q2 | $29.4M | Sell |
483,285
-5,375
| -1% | -$340K | 4.21% | 5 |
|
|
2016
Q1 | $30M | Sell |
488,660
-900
| -0.2% | -$52.4K | 4.21% | 6 |
|
|
2015
Q4 | $34M | Sell |
489,560
-1,600
| -0.3% | -$116K | 4.73% | 4 |
|
|
2015
Q3 | $36.4M | Buy |
491,160
+14,683
| +3% | +$1.13M | 5.23% | 4 |
|
|
2015
Q2 | $37M | Sell |
476,477
-3,800
| -0.8% | -$301K | 4.86% | 4 |
|
|
2015
Q1 | $37.5M | Buy |
480,277
+2,173
| +0.5% | +$181K | 5.27% | 4 |
|
|
2014
Q4 | $44.5M | Sell |
478,104
-20,390
| -4% | -$1.83M | 6.03% | 2 |
|
|
2014
Q3 | $43.6M | Buy |
498,494
+380
| +0.1% | +$34.2K | 6.09% | 2 |
|
|
2014
Q2 | $47.3M | Sell |
498,114
-8,760
| -2% | -$790K | 6.82% | 2 |
|
|
2014
Q1 | $45.6M | Sell |
506,874
-7,050
| -1% | -$630K | 6.51% | 2 |
|
|
2013
Q4 | $46.6M | Sell |
513,924
-5,900
| -1% | -$485K | 6.55% | 2 |
|
|
2013
Q3 | $39.3M | Sell |
519,824
-1,350
| -0.3% | -$102K | 5.96% | 2 |
|
|
2013
Q2 | $39M | Buy |
+521,174
| New | +$37.1M | 6.26% | 2 |
|
Other funds holding AXP
VCM
VPM
Schwerin Boyle Capital Management's AXP Position: Q1 2026 in Review
Schwerin Boyle Capital Management reduced its American Express (AXP) stake by 10% in Q1 2026, selling an estimated $5.34M and leaving 143,404 shares worth $43.4M. The position accounts for 5.5% of the portfolio, ranked #5.
Schwerin Boyle Capital Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $70.5M in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Schwerin Boyle Capital Management held 143,404 shares of American Express worth $43.4M as of Q1 2026.
- Schwerin Boyle Capital Management sold 15,925 American Express shares in Q1 2026, an estimated $5.34M.
- American Express made up 5.5% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #5 holding.
- Schwerin Boyle Capital Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Schwerin Boyle Capital Management's American Express position peaked at $70.5M in Q1 2022.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.