Guy Spier - Aquamarine Capital Management
Period:    Q2 2026
Portfolio date:    30 Jun 2026
No. of stocks:    7
Portfolio value:    $144,091,000
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   Q2 65,000 15.26 $338.25 $21,986,000 SEC
2026   Q1 65,000 14.53 $302.48 $19,661,000 SEC
2025   Q4 65,000 16.30 Reduce 69.05% 15.18 $307.65–387.49 · VW $334.68i $24,047,000 SEC
2025   Q3 210,000 21.98 $332.16 $69,754,000 SEC
2025   Q2 210,000 21.62 $318.98 $66,986,000 SEC
2025   Q1 210,000 19.24 $269.05 $56,501,000 SEC
2024   Q4 210,000 21.67 $296.79 $62,326,000 SEC
2024   Q3 210,000 19.94 $271.20 $56,952,000 SEC
2024   Q2 210,000 18.52 $231.55 $48,626,000 SEC
2024   Q1 210,000 18.25 $227.69 $47,815,000 SEC
2023   Q4 210,000 17.20 $187.34 $39,341,000 SEC
2023   Q3 210,000 15.45 $149.19 $31,330,000 SEC
2023   Q2 210,000 17.44 $174.20 $36,582,000 SEC
2023   Q1 210,000 17.82 $164.05 $34,451,000 SEC
2022   Q4 210,000 16.69 $147.75 $31,028,000 SEC
2022   Q3 210,000 17.24 $134.91 $28,331,000 SEC
2022   Q2 210,000 17.10 $138.62 $29,110,000 SEC
2022   Q1 210,000 17.80 $187.00 $39,270,000 SEC
2021   Q4 210,000 15.79 $163.60 $34,356,000 SEC
2021   Q3 210,000 17.25 $167.53 $35,181,000 SEC
2021   Q2 210,000 16.28 $165.23 $34,698,000 SEC
2021   Q1 210,000 15.52 $141.44 $29,702,000 SEC
2020   Q4 210,000 14.81 $120.91 $25,391,000 SEC
2020   Q3 210,000 13.89 $100.25 $21,053,000 SEC
2020   Q2 210,000 14.56 $95.20 $19,992,000 SEC
2020   Q1 210,000 12.26 Reduce 5.59% 0.71 $67.00–116.40 · VW $92.82i $17,978,000 SEC
2019   Q4 222,430 12.74 $124.49 $27,690,000 SEC
2019   Q3 222,430 13.29 $118.28 $26,309,000 SEC
2019   Q2 222,430 14.21 $123.44 $27,457,000 SEC
2019   Q1 222,430 13.41 $109.30 $24,312,000 SEC
2018   Q4 222,430 11.93 $95.32 $21,202,000 SEC
2018   Q3 222,430 11.40 Reduce 18.35% 2.31 $100.04–113.18 · VW $108.50i $23,687,000 SEC
2018   Q2 272,430 12.56 $98.00 $26,698,000 SEC
2018   Q1 272,430 12.21 $93.28 $25,412,000 SEC
2017   Q4 272,430 12.96 $99.31 $27,055,000 SEC
2017   Q3 272,430 12.51 $90.46 $24,644,000 SEC
2017   Q2 272,430 14.01 $84.24 $22,950,000 SEC
2017   Q1 272,430 13.28 $79.11 $21,552,000 SEC
2016   Q4 272,430 13.53 Buy 13.53 $71.43–80.49 · VW $77.33i $20,182,000 SEC
2015   Q1 0 0.00 Sell 100.00% 16.79 $76.53–83.54 · VW $79.93i SEC
2014   Q4 272,430 16.79 $93.04 $25,347,000 SEC
Price snapshot:
Current price$354.43
Avg. buy price$74.08
+/- since buy378.44%
52-week low$285.29
52-week high$384.36