John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2020   Q2 0 0.00 Sell 100.00% 1.89 $89.58–115.93 · VW $102.37i SEC
2020   Q1 1,981,715 1.89 Reduce 39.35% 1.20 $67.00–116.40 · VW $92.82i $169,655,000 SEC
2019   Q4 3,267,224 3.06 Reduce 7.54% 0.24 $107.00–138.13 · VW $118.35i $406,737,000 SEC
2019   Q3 3,533,540 3.17 Reduce 56.17% 4.38 $111.06–122.43 · VW $117.87i $417,947,000 SEC
2019   Q2 8,061,016 7.80 Reduce 13.96% 1.06 $113.89–129.34 · VW $121.20i $995,052,000 SEC
2019   Q1 9,368,737 7.61 Add 18.35% 1.18 $106.68–120.88 · VW $114.09i $1,024,003,000 SEC
2018   Q4 7,915,847 6.59 Buy 6.59 $89.05–114.55 · VW $103.78i $754,539,000 SEC
2014   Q2 0 0.00 Sell 100.00% 7.70 $85.75–96.24 · VW $90.51i SEC
2014   Q1 5,515,424 7.70 Reduce 16.42% 1.48 $83.99–94.35 · VW $89.95i $496,554,000 SEC
2013   Q4 6,599,196 9.03 Reduce 2.69% 0.25 $82.63–93.62 · VW $89.18i $598,745,000 SEC
2013   Q3 6,781,447 9.36 $75.52 $512,135,000 SEC
Price snapshot:
Current price$354.43
52-week low$285.29
52-week high$384.36