Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  American Express Co. (AXP)
← All AXP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 203,706 0.08 Reduce 7.02% <0.01 $290.97–339.98 · VW $315.81i $61,616,919 SEC
2025   Q4 219,077 0.10 Reduce 9.95% 0.01 $307.65–387.49 · VW $334.68i $81,047,449 SEC
2025   Q3 243,297 0.13 Reduce 2.24% <0.01 $315.95–377.23 · VW $352.82i $80,813,532 SEC
2025   Q2 248,876 0.13 Reduce 5.28% <0.01 $286.15–332.06 · VW $316.50i $79,386,466 SEC
2025   Q1 262,756 0.12 Reduce 9.33% 0.01 $220.43–303.62 · VW $272.70i $70,694,502 SEC
2024   Q4 289,809 0.14 Reduce 17.09% 0.03 $286.43–326.27 · VW $304.55i $86,012,413 SEC
2024   Q3 349,545 0.16 Reduce 62.48% 0.23 $240.59–307.82 · VW $284.36i $94,796,604 SEC
2024   Q2 931,742 0.37 Reduce 76.61% 1.13 $220.74–261.75 · VW $247.05i $215,744,975 SEC
2024   Q1 3,984,143 1.47 Reduce 20.45% 0.33 $214.51–244.41 · VW $232.97i $907,149,523 SEC
2023   Q4 5,008,226 1.62 Add 71.30% 0.67 $165.93–219.74 · VW $201.70i $938,241,014 SEC
2023   Q3 2,923,742 0.85 Add 56.46% 0.31 $140.91–171.17 · VW $160.95i $436,193,042 SEC
2023   Q2 1,868,638 0.61 Add 2.40% 0.01 $157.33–178.79 · VW $164.70i $325,516,737 SEC
2023   Q1 1,824,858 0.58 Add 10.58% 0.06 $146.28–180.52 · VW $161.79i $301,010,459 SEC
2022   Q4 1,650,306 0.50 Add 81.83% 0.23 $142.72–182.15 · VW $166.29i $243,832,711 SEC
2022   Q3 907,630 0.26 Reduce 47.56% 0.23 $130.65–163.45 · VW $150.56i $122,449,000 SEC
2022   Q2 1,730,816 0.48 Reduce 16.27% 0.10 $134.12–170.26 · VW $152.13i $239,925,000 SEC
2022   Q1 2,067,127 0.62 Reduce 8.99% 0.05 $149.71–194.77 · VW $171.10i $386,553,000 SEC
2021   Q4 2,271,272 0.58 Add 1.97% 0.01 $149.89–199.55 · VW $181.33i $371,580,000 SEC
2021   Q3 2,227,478 0.59 Reduce 0.25% <0.01 $151.70–189.03 · VW $164.34i $373,170,000 SEC
2021   Q2 2,233,125 0.59 Add 0.10% <0.01 $157.25–179.67 · VW $167.63i $368,979,000 SEC
2021   Q1 2,230,855 0.54 Add 0.26% <0.01 $135.13–160.69 · VW $151.98i $315,532,000 SEC
2020   Q4 2,224,991 0.52 Add 0.09% <0.01 $112.10–140.95 · VW $129.44i $269,024,000 SEC
2020   Q3 2,223,024 0.54 Add 0.65% <0.01 $89.11–121.69 · VW $109.80i $222,858,000 SEC
2020   Q2 2,208,728 0.51 Add 7.58% 0.04 $89.58–115.93 · VW $102.37i $210,271,000 SEC
2020   Q1 2,053,106 0.49 Buy 0.49 $67.00–116.40 · VW $92.82i $175,767,000 SEC
2016   Q2 0 0.00 Sell 100.00% <0.01 $57.15–66.60 · VW $63.11i SEC
2016   Q1 79,205 <0.01 Reduce 98.78% 0.77 $55.62–67.34 · VW $62.91i $4,863,000 SEC
2015   Q4 6,472,713 0.78 Add 10.55% 0.07 $50.27–72.44 · VW $59.43i $450,177,000 SEC
2015   Q3 5,855,268 0.78 Add 84.26% 0.36 $70.21–78.40 · VW $73.42i $434,051,000 SEC
2015   Q2 3,177,705 0.40 Buy 0.40 $71.71–81.92 · VW $76.78i $246,971,000 SEC
2010   Q2 0 0.00 Sell 100.00% 0.13 $37.13–45.68 · VW $40.89i SEC
2010   Q1 856,406 0.13 Reduce 70.47% 0.34 $37.36–49.19 · VW $42.14i $35,336,000 SEC
2009   Q4 2,900,339 0.48 Buy 0.48 $36.60–43.25 · VW $39.35i $117,522,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.79 $31.68–42.20 · VW $38.57i SEC
2009   Q2 5,412,940 0.79 Reduce 2.04% 0.01 $22.00–34.50 · VW $30.11i $125,796,000 SEC
2009   Q1 5,525,797 0.54 Add 13.41% 0.06 $9.71–28.45 · VW $21.00i $75,317,000 SEC
2008   Q4 4,872,511 0.47 Buy 0.47 $11.44–24.86 · VW $16.12i $90,384,000 SEC
2007   Q4 0 0.00 Sell 100.00% 0.53 $41.15–59.79 · VW $47.75i SEC
2007   Q3 3,103,793 0.53 Buy 0.53 $53.36–63.63 · VW $58.66i $184,272,000 SEC
2007   Q2 0 0.00 Sell 100.00% 0.55 $55.50–65.89 · VW $60.00i SEC
2007   Q1 2,933,132 0.55 Buy 0.55 $53.91–65.10 · VW $61.33i $165,428,000 SEC
2006   Q2 0 0.00 Sell 100.00% 0.52 $49.73–54.91 · VW $52.39i SEC
2006   Q1 4,873,857 0.52 Reduce 2.16% 0.01 $50.92–55.00 · VW $53.43i $256,121,000 SEC
2005   Q4 4,981,648 0.51 Reduce 12.80% 0.08 $50.40–55.00 · VW $53.09i $256,356,000 SEC
2005   Q3 5,712,780 0.65 Add 236.82% 0.46 $46.59–53.06 · VW $50.36i $287,223,000 SEC
2005   Q2 1,696,096 0.22 Add 38.68% 0.06 $45.78–49.85 · VW $47.99i $79,025,000 SEC
2005   Q1 1,223,001 0.16 Add 717.57% 0.14 $43.34–48.53 · VW $46.33i $54,991,000 SEC
2004   Q4 149,589 0.02 Reduce 0.46% <0.01 $45.16–50.79 · VW $47.78i $7,381,000 SEC
2004   Q3 150,274 0.02 Add 4.05% <0.01 $43.63–49.45 · VW $47.28i $6,769,000 SEC
2004   Q2 144,430 0.02 Add 1.46% <0.01 $41.75–45.67 · VW $43.74i $6,496,000 SEC
2004   Q1 142,357 0.02 Reduce 12.29% <0.01 $41.42–47.19 · VW $44.33i $6,461,000 SEC
2003   Q4 162,311 0.03 Add 3.30% <0.01 $39.21–47.70 · VW $44.56i $6,852,000 SEC
2003   Q3 157,123 0.03 Reduce 17.51% <0.01 $38.10–42.99 · VW $40.37i $6,198,000 SEC
2003   Q2 190,484 0.03 Reduce 19.48% <0.01 $35.92–40.61 · VW $38.66i $6,971,000 SEC
2003   Q1 236,554 0.03 Add 10.46% <0.01 $27.05–36.94 · VW $33.48i $6,881,000 SEC
2002   Q4 214,162 0.04 Add 3.34% <0.01 $27.94–34.79 · VW $30.71i $6,627,000 SEC
2002   Q3 207,250 0.03 Add 80.85% 0.01 $23.24–34.87 · VW $30.73i $5,656,000 SEC
2002   Q2 114,596 0.02 Add 1.62% <0.01 $23.56–37.71 · VW $30.94i $3,643,000 SEC
2002   Q1 112,768 0.02 Reduce 81.68% 0.10 $31.64–39.31 · VW $36.05i $4,043,000 SEC
2001   Q4 615,442 0.13 Reduce 4.78% <0.01 $27.77–33.38 · VW $31.02i $19,227,000 SEC
2001   Q3 646,346 0.16 Add 8806.52% 0.16 $21.18–32.60 · VW $27.53i $16,440,000 SEC
2001   Q2 7,257 <0.01 Reduce 3.20% <0.01 $31.07–37.68 · VW $33.54i $246,000 SEC
2001   Q1 7,497 <0.01 Reduce 21.43% <0.01 $29.76–40.75 · VW $35.79i $271,000 SEC
2000   Q3 9,542 <0.01 Reduce 9.73% $43.82–55.14 · VW $49.02i $435,000 SEC
2000   Q1 10,570 0.00 Reduce 6.09% <0.01 $34.87–47.59 · VW $43.24i $459,000 SEC
1999   Q4 11,256 <0.01 Add 10.06% <0.01 $36.18–49.45 · VW $41.59i $546,000 SEC
1999   Q3 10,227 <0.01 Reduce 6.29% <0.01 $38.00–46.97 · VW $43.02i $403,000 SEC
1999   Q2 10,913 <0.01 Reduce 8.61% <0.01 $33.55–43.95 · VW $39.21i $414,000 SEC
1999   Q1 11,941 <0.01 $34.34 $410,000 SEC
Price snapshot:
Current price$354.43
Avg. buy price$154.55
+/- since buy129.32%
52-week low$285.29
52-week high$384.36