David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
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
2014   Q1 0 0.00 Sell 100.00% 2.94 $83.99–94.35 · VW $89.95i SEC
2013   Q4 1,501,341 2.94 Add 8.11% 0.22 $82.63–93.62 · VW $89.18i $136,217,000 SEC
2013   Q3 1,388,732 2.62 Buy 2.62 $72.08–86.19 · VW $81.36i $104,877,000 SEC
2011   Q4 0 0.00 Sell 100.00% 7.75 $45.89–54.45 · VW $51.08i SEC
2011   Q3 868,070 7.75 Add 4.16% 0.31 $41.30–52.35 · VW $47.23i $38,976,000 SEC
2011   Q2 833,375 6.91 Add 4.64% 0.31 $42.03–53.80 · VW $48.51i $43,335,000 SEC
2011   Q1 796,442 6.15 Add 15.50% 0.83 $42.19–51.97 · VW $48.59i $35,999,000 SEC
2010   Q4 689,582 5.43 Add 34.45% 1.39 $41.25–46.93 · VW $43.92i $29,596,000 SEC
2010   Q3 512,900 4.57 Add 45.47% 1.43 $37.33–44.27 · VW $41.61i $21,557,000 SEC
2010   Q2 352,582 3.56 Buy 3.56 $37.13–45.68 · VW $40.89i $13,997,000 SEC
2008   Q4 0 0.00 Sell 100.00% 4.94 $11.44–24.86 · VW $16.12i SEC
2008   Q3 366,717 4.94 Buy 4.94 $16.55–41.80 · VW $27.22i $12,992,000 SEC
Price snapshot:
Current price$354.43
52-week low$285.29
52-week high$384.36