Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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 24,425 0.02 Add 1.57% <0.01 $290.97–339.98 · VW $315.81i $7,388,074 SEC
2025   Q4 24,048 0.03 Add 11.90% <0.01 $307.65–387.49 · VW $334.68i $8,896,558 SEC
2025   Q3 21,491 0.03 Add 26.76% <0.01 $315.95–377.23 · VW $352.82i $7,138,451 SEC
2025   Q2 16,954 0.03 Add 8.60% <0.01 $286.15–332.06 · VW $316.50i $5,407,987 SEC
2025   Q1 15,612 0.04 Add 7.51% <0.01 $220.43–303.62 · VW $272.70i $4,200,409 SEC
2024   Q4 14,521 0.04 Add 2.25% <0.01 $286.43–326.27 · VW $304.55i $4,309,688 SEC
2024   Q3 14,201 0.04 Add 18.69% <0.01 $240.59–307.82 · VW $284.36i $3,851,311 SEC
2024   Q2 11,965 0.04 Add 5.89% <0.01 $220.74–261.75 · VW $247.05i $2,770,496 SEC
2024   Q1 11,299 0.04 Add 63.04% 0.02 $214.51–244.41 · VW $232.97i $2,572,669 SEC
2023   Q4 6,930 0.02 Reduce 5.35% <0.01 $165.93–219.74 · VW $201.70i $1,298,266 SEC
2023   Q3 7,322 0.02 Reduce 4.70% <0.01 $140.91–171.17 · VW $160.95i $1,092,369 SEC
2023   Q2 7,683 0.03 Reduce 9.71% <0.01 $157.33–178.79 · VW $164.70i $1,338,379 SEC
2023   Q1 8,509 0.03 Add 113.90% 0.02 $146.28–180.52 · VW $161.79i $1,403,560 SEC
2022   Q4 3,978 0.02 Reduce 43.50% 0.01 $142.72–182.15 · VW $166.29i $587,750 SEC
2022   Q3 7,041 0.03 Reduce 26.88% 0.01 $130.65–163.45 · VW $150.56i $950,000 SEC
2022   Q2 9,630 0.04 Reduce 40.15% 0.04 $134.12–170.26 · VW $152.13i $1,335,000 SEC
2022   Q1 16,090 0.09 Add 5.11% <0.01 $149.71–194.77 · VW $171.10i $3,009,000 SEC
2021   Q4 15,308 0.08 Add 28.37% 0.02 $149.89–199.55 · VW $181.33i $2,504,000 SEC
2021   Q3 11,925 0.08 Add 230.42% 0.06 $151.70–189.03 · VW $164.34i $1,998,000 SEC
2021   Q2 3,609 0.03 Add 149.07% 0.02 $157.25–179.67 · VW $167.63i $596,000 SEC
2021   Q1 1,449 <0.01 Reduce 57.21% <0.01 $135.13–160.69 · VW $151.98i $205,000 SEC
2020   Q4 3,386 0.01 Reduce 63.19% 0.02 $112.10–140.95 · VW $129.44i $409,000 SEC
2020   Q3 9,198 0.03 Reduce 22.07% <0.01 $89.11–121.69 · VW $109.80i $922,000 SEC
2020   Q2 11,803 0.03 Reduce 81.36% 0.12 $89.58–115.93 · VW $102.37i $1,124,000 SEC
2020   Q1 63,327 0.15 Reduce 36.87% 0.08 $67.00–116.40 · VW $92.82i $5,421,000 SEC
2019   Q4 100,317 0.23 Add 33.99% 0.06 $107.00–138.13 · VW $118.35i $12,488,000 SEC
2019   Q3 74,869 0.16 Reduce 51.03% 0.15 $111.06–122.43 · VW $117.87i $8,856,000 SEC
2019   Q2 152,879 0.30 Add 362.35% 0.24 $113.89–129.34 · VW $121.20i $18,871,000 SEC
2019   Q1 33,066 0.05 Add 16.23% <0.01 $106.68–120.88 · VW $114.09i $3,614,000 SEC
2018   Q4 28,449 0.04 Reduce 9.93% <0.01 $89.05–114.55 · VW $103.78i $2,712,000 SEC
2018   Q3 31,587 0.05 Add 53.31% 0.02 $100.04–113.18 · VW $108.50i $3,364,000 SEC
2018   Q2 20,603 0.03 Reduce 64.03% 0.05 $95.65–107.43 · VW $103.02i $2,019,000 SEC
2018   Q1 57,278 0.08 Add 373.02% 0.06 $89.96–103.24 · VW $97.17i $5,343,000 SEC
2017   Q4 12,109 0.02 Buy 0.02 $87.54–102.39 · VW $95.81i $1,203,000 SEC
2017   Q2 0 0.00 Sell 100.00% <0.01 $76.95–87.78 · VW $83.61i SEC
2017   Q1 2,905 <0.01 Reduce 36.24% <0.01 $75.51–82.00 · VW $78.15i $230,000 SEC
2016   Q4 4,556 <0.01 Reduce 13.52% <0.01 $71.43–80.49 · VW $77.33i $338,000 SEC
2016   Q3 5,268 <0.01 Add 32.73% <0.01 $59.50–73.18 · VW $68.24i $337,000 SEC
2016   Q2 3,969 <0.01 Reduce 3.24% <0.01 $57.15–66.60 · VW $63.11i $241,000 SEC
2016   Q1 4,102 <0.01 Reduce 54.11% <0.01 $55.62–67.34 · VW $62.91i $252,000 SEC
2015   Q4 8,938 <0.01 Add 218.99% <0.01 $50.27–72.44 · VW $59.43i $622,000 SEC
2015   Q3 2,802 <0.01 Reduce 36.27% <0.01 $70.21–78.40 · VW $73.42i $208,000 SEC
2015   Q2 4,397 <0.01 Add 54.66% <0.01 $71.71–81.92 · VW $76.78i $342,000 SEC
2015   Q1 2,843 <0.01 Buy <0.01 $76.53–83.54 · VW $79.93i $222,000 SEC
Price snapshot:
Current price$354.43
Avg. buy price$256.95
+/- since buy37.94%
52-week low$285.29
52-week high$384.36