Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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
2013   Q2 0 0.00 Sell 100.00% 9.86 $71.47–78.63 · VW $74.00i SEC
2001   Q1 1,053,714 9.86 Add 5.21% 0.49 $29.76–40.75 · VW $35.79i $38,091,000 SEC
2000   Q4 1,001,578 11.79 Reduce 0.69% 0.08 $36.67–50.82 · VW $41.97i $48,162,000 SEC
2000   Q3 1,008,490 11.15 Add 2.57% 0.28 $43.82–55.14 · VW $49.02i $53,625,000 SEC
2000   Q2 983,195 9.61 Reduce 24.34% 2.97 $44.37–52.90 · VW $49.64i $44,858,000 SEC
1999   Q1 1,299,545 12.18 $34.36 $44,647,000 SEC
Price snapshot:
Current price$354.43
52-week low$285.29
52-week high$384.36