John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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 277,490 0.05 Reduce 5.15% <0.01 $290.97–339.98 · VW $315.81i $83,935,175 SEC
2025   Q4 292,549 0.06 Reduce 15.32% <0.01 $307.65–387.49 · VW $334.68i $108,228,503 SEC
2025   Q3 345,492 0.06 Reduce 3.61% <0.01 $315.95–377.23 · VW $352.82i $114,758,623 SEC
2025   Q2 358,414 0.06 Reduce 4.21% <0.01 $286.15–332.06 · VW $316.50i $114,326,898 SEC
2025   Q1 374,172 0.06 Reduce 6.30% <0.01 $220.43–303.62 · VW $272.70i $100,670,977 SEC
2024   Q4 399,340 0.07 Reduce 2.76% <0.01 $286.43–326.27 · VW $304.55i $118,520,119 SEC
2024   Q3 410,665 0.06 Reduce 1.35% <0.01 $240.59–307.82 · VW $284.36i $111,372,348 SEC
2024   Q2 416,269 0.06 Reduce 2.88% <0.01 $220.74–261.75 · VW $247.05i $96,387,087 SEC
2024   Q1 428,616 0.06 Reduce 1.26% <0.01 $214.51–244.41 · VW $232.97i $97,591,577 SEC
2023   Q4 434,097 0.05 Reduce 2.16% <0.01 $165.93–219.74 · VW $201.70i $81,323,732 SEC
2023   Q3 443,674 0.04 Reduce 5.39% <0.01 $140.91–171.17 · VW $160.95i $66,191,724 SEC
2023   Q2 468,948 0.05 Reduce 8.97% <0.01 $157.33–178.79 · VW $164.70i $81,690,742 SEC
2023   Q1 515,146 0.06 Reduce 87.93% 0.38 $146.28–180.52 · VW $161.79i $84,973,333 SEC
2022   Q4 4,267,811 0.43 Reduce 28.15% 0.17 $142.72–182.15 · VW $166.29i $630,569,075 SEC
2022   Q3 5,939,589 0.61 Reduce 8.94% 0.06 $130.65–163.45 · VW $150.56i $801,310,000 SEC
2022   Q2 6,522,984 0.63 Reduce 22.70% 0.22 $134.12–170.26 · VW $152.13i $904,216,000 SEC
2022   Q1 8,438,773 0.96 Reduce 2.98% 0.03 $149.71–194.77 · VW $171.10i $1,578,051,000 SEC
2021   Q4 8,697,741 0.88 Reduce 28.70% 0.38 $149.89–199.55 · VW $181.33i $1,422,950,000 SEC
2021   Q3 12,198,313 1.34 Reduce 3.67% 0.05 $151.70–189.03 · VW $164.34i $2,043,583,000 SEC
2021   Q2 12,662,934 1.37 Reduce 7.36% 0.10 $157.25–179.67 · VW $167.63i $2,092,297,000 SEC
2021   Q1 13,668,764 1.39 Reduce 4.72% 0.07 $135.13–160.69 · VW $151.98i $1,933,310,000 SEC
2020   Q4 14,345,665 1.38 Reduce 12.27% 0.18 $112.10–140.95 · VW $129.44i $1,734,534,000 SEC
2020   Q3 16,352,645 1.50 Reduce 0.97% 0.01 $89.11–121.69 · VW $109.80i $1,639,353,000 SEC
2020   Q2 16,513,001 1.45 Add 22.79% 0.27 $89.58–115.93 · VW $102.37i $1,572,038,000 SEC
2020   Q1 13,448,063 1.25 Reduce 4.92% 0.07 $67.00–116.40 · VW $92.82i $1,151,289,000 SEC
2019   Q4 14,143,501 1.35 Reduce 2.72% 0.04 $107.00–138.13 · VW $118.35i $1,760,724,000 SEC
2019   Q3 14,539,398 1.42 Reduce 24.20% 0.46 $111.06–122.43 · VW $117.87i $1,719,720,000 SEC
2019   Q2 19,181,129 1.92 Reduce 18.64% 0.40 $113.89–129.34 · VW $121.20i $2,367,719,000 SEC
2019   Q1 23,576,924 2.12 Reduce 8.78% 0.20 $106.68–120.88 · VW $114.09i $2,576,958,000 SEC
2018   Q4 25,846,978 2.27 Reduce 0.79% 0.02 $89.05–114.55 · VW $103.78i $2,463,734,000 SEC
2018   Q3 26,052,633 2.13 Reduce 0.42% <0.01 $100.04–113.18 · VW $108.50i $2,774,345,000 SEC
2018   Q2 26,162,537 2.09 Reduce 0.13% <0.01 $95.65–107.43 · VW $103.02i $2,563,929,000 SEC
2018   Q1 26,197,062 2.02 Reduce 0.83% 0.02 $89.96–103.24 · VW $97.17i $2,443,662,000 SEC
2017   Q4 26,415,489 2.08 Reduce 1.72% 0.03 $87.54–102.39 · VW $95.81i $2,623,322,000 SEC
2017   Q3 26,876,964 2.01 Reduce 3.02% 0.06 $84.02–98.49 · VW $93.41i $2,431,290,000 SEC
2017   Q2 27,714,370 2.02 Reduce 1.17% 0.02 $76.95–87.78 · VW $83.61i $2,334,659,000 SEC
2017   Q1 28,042,105 1.93 Reduce 2.41% 0.05 $75.51–82.00 · VW $78.15i $2,218,411,000 SEC
2016   Q4 28,734,700 1.93 Reduce 1.66% 0.03 $71.43–80.49 · VW $77.33i $2,128,667,000 SEC
2016   Q3 29,219,762 1.79 Add 3.44% 0.06 $59.50–73.18 · VW $68.24i $1,871,234,000 SEC
2016   Q2 28,248,637 1.76 Add 7.16% 0.12 $57.15–66.60 · VW $63.11i $1,716,387,000 SEC
2016   Q1 26,360,258 1.64 Add 53.82% 0.57 $55.62–67.34 · VW $62.91i $1,618,520,000 SEC
2015   Q4 17,137,288 1.22 Add 256.86% 0.88 $50.27–72.44 · VW $59.43i $1,191,898,000 SEC
2015   Q3 4,802,206 0.37 Add 2368.71% 0.36 $70.21–78.40 · VW $73.42i $355,988,000 SEC
2015   Q2 194,523 0.01 Reduce 3.69% <0.01 $71.71–81.92 · VW $76.78i $15,118,000 SEC
2015   Q1 201,973 0.02 Reduce 4.26% <0.01 $76.53–83.54 · VW $79.93i $15,778,000 SEC
2014   Q4 210,950 0.02 Reduce 3.30% <0.01 $77.12–94.89 · VW $84.53i $19,627,000 SEC
2014   Q3 218,138 0.02 Reduce 1.06% <0.01 $78.41–92.59 · VW $87.81i $19,096,000 SEC
2014   Q2 220,483 0.02 Reduce 0.78% <0.01 $85.75–96.24 · VW $90.51i $20,917,000 SEC
2014   Q1 222,225 0.02 Reduce 0.65% <0.01 $83.99–94.35 · VW $89.95i $20,007,000 SEC
2013   Q4 223,686 0.02 Reduce 0.82% <0.01 $82.63–93.62 · VW $89.18i $20,295,000 SEC
2013   Q3 225,530 0.02 Reduce 0.55% <0.01 $72.08–86.19 · VW $81.36i $17,032,000 SEC
2013   Q2 226,772 0.02 Buy 0.02 $71.47–78.63 · VW $74.00i $16,953,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.02 $61.51–77.39 · VW $71.54i SEC
2012   Q4 229,153 0.02 Reduce 1.83% <0.01 $55.47–63.00 · VW $60.21i $13,172,000 SEC
2012   Q3 233,434 0.02 Reduce 0.47% <0.01 $53.02–59.40 · VW $56.11i $13,273,000 SEC
2012   Q2 234,534 0.06 Reduce 2.45% <0.01 $53.18–59.73 · VW $57.07i $13,652,000 SEC
2012   Q1 240,414 0.06 Reduce 1.48% <0.01 $51.54–61.42 · VW $56.26i $13,910,000 SEC
2011   Q4 244,014 0.05 Reduce 0.04% $45.89–54.45 · VW $51.08i $11,510,000 SEC
2011   Q3 244,114 0.02 Reduce 1.10% <0.01 $41.30–52.35 · VW $47.23i $10,961,000 SEC
2011   Q2 246,839 0.02 Reduce 2.31% <0.01 $42.03–53.80 · VW $48.51i $12,762,000 SEC
2011   Q1 252,664 0.01 Add 0.88% <0.01 $42.19–51.97 · VW $48.59i $11,420,000 SEC
2010   Q4 250,464 0.01 Reduce 3.07% <0.01 $41.25–46.93 · VW $43.92i $10,750,000 SEC
2010   Q3 258,385 0.01 Reduce 10.09% <0.01 $37.33–44.27 · VW $41.61i $10,860,000 SEC
2010   Q2 287,385 0.02 Reduce 1.17% <0.01 $37.13–45.68 · VW $40.89i $11,409,000 SEC
2010   Q1 290,785 0.02 Reduce 2.61% <0.01 $37.36–49.19 · VW $42.14i $11,998,000 SEC
2009   Q4 298,585 0.02 Reduce 13.24% <0.01 $36.60–43.25 · VW $39.35i $12,099,000 SEC
2009   Q3 344,150 0.02 Reduce 9.11% <0.01 $31.68–42.20 · VW $38.57i $11,667,000 SEC
2009   Q2 378,660 0.01 Reduce 2.88% <0.01 $22.00–34.50 · VW $30.11i $8,800,000 SEC
2009   Q1 389,901 0.01 Reduce 1.97% <0.01 $9.71–28.45 · VW $21.00i $5,314,000 SEC
2008   Q4 397,726 0.01 Reduce 2.55% <0.01 $11.44–24.86 · VW $16.12i $7,378,000 SEC
2008   Q3 408,126 0.02 Reduce 1.00% <0.01 $16.55–41.80 · VW $27.22i $14,460,000 SEC
2008   Q2 412,260 0.02 Reduce 4.02% <0.01 $35.10–47.47 · VW $40.75i $15,530,000 SEC
2008   Q1 429,505 0.02 Reduce 0.67% <0.01 $39.50–52.63 · VW $46.16i $18,778,000 SEC
2007   Q4 432,405 0.02 Reduce 1.73% <0.01 $41.15–59.79 · VW $47.75i $22,494,000 SEC
2007   Q3 440,005 0.02 Reduce 0.93% <0.01 $53.36–63.63 · VW $58.66i $26,123,000 SEC
2007   Q2 444,150 0.02 Reduce 5.51% <0.01 $55.50–65.89 · VW $60.00i $27,173,000 SEC
2007   Q1 470,056 0.02 Reduce 2.34% <0.01 $53.91–65.10 · VW $61.33i $26,511,000 SEC
2006   Q4 481,300 0.03 Reduce 1.27% <0.01 $54.50–62.50 · VW $57.96i $29,200,000 SEC
2006   Q3 487,467 0.03 Reduce 1.24% <0.01 $51.49–59.93 · VW $56.71i $27,337,000 SEC
2006   Q2 493,567 0.03 Reduce 2.36% <0.01 $49.73–54.91 · VW $52.39i $26,268,000 SEC
2006   Q1 505,517 0.03 Reduce 3.51% <0.01 $50.92–55.00 · VW $53.43i $26,565,000 SEC
2005   Q4 523,888 0.03 Reduce 17.14% <0.01 $50.40–55.00 · VW $53.09i $26,959,000 SEC
2005   Q3 632,288 0.04 Reduce 1.26% <0.01 $46.59–53.06 · VW $50.36i $31,790,000 SEC
2005   Q2 640,326 0.04 Reduce 2.41% <0.01 $45.78–49.85 · VW $47.99i $29,834,000 SEC
2005   Q1 656,149 0.04 Reduce 3.34% <0.01 $43.34–48.53 · VW $46.33i $29,503,000 SEC
2004   Q4 678,808 0.04 Reduce 4.45% <0.01 $45.16–50.79 · VW $47.78i $33,493,000 SEC
2004   Q3 710,407 0.05 Reduce 4.92% <0.01 $43.63–49.45 · VW $47.28i $31,999,000 SEC
2004   Q2 747,171 0.05 Add 3.09% <0.01 $41.75–45.67 · VW $43.74i $33,602,000 SEC
2004   Q1 724,750 0.12 Reduce 3.10% <0.01 $41.42–47.19 · VW $44.33i $32,892,000 SEC
2003   Q4 747,956 0.11 Reduce 4.50% <0.01 $39.21–47.70 · VW $44.56i $31,576,000 SEC
2003   Q3 783,182 0.10 Reduce 3.37% <0.01 $38.10–42.99 · VW $40.37i $30,889,000 SEC
2003   Q2 810,460 0.09 Reduce 0.21% <0.01 $35.92–40.61 · VW $38.66i $29,660,000 SEC
2003   Q1 812,134 0.07 Reduce 3.24% <0.01 $27.05–36.94 · VW $33.48i $23,622,000 SEC
2002   Q4 839,353 0.08 Reduce 6.49% <0.01 $27.94–34.79 · VW $30.71i $25,971,000 SEC
2002   Q3 897,592 0.09 Reduce 3.52% <0.01 $23.24–34.87 · VW $30.73i $24,497,000 SEC
2002   Q2 930,380 0.10 Reduce 1.30% <0.01 $23.56–37.71 · VW $30.94i $29,578,000 SEC
2002   Q1 942,605 0.11 Reduce 0.25% <0.01 $31.64–39.31 · VW $36.05i $33,795,000 SEC
2001   Q4 945,004 0.11 Reduce 1.06% <0.01 $27.77–33.38 · VW $31.02i $29,521,000 SEC
2001   Q3 955,147 0.11 Reduce 0.54% <0.01 $21.18–32.60 · VW $27.53i $24,295,000 SEC
2001   Q2 960,345 0.14 Add 0.89% <0.01 $31.07–37.68 · VW $33.54i $32,615,000 SEC
2001   Q1 951,891 0.16 Reduce 3.84% <0.01 $29.76–40.75 · VW $35.79i $34,411,000 SEC
2000   Q4 989,896 0.23 Reduce 3.20% <0.01 $36.67–50.82 · VW $41.97i $47,601,000 SEC
2000   Q3 1,022,651 0.28 Reduce 3.20% <0.01 $43.82–55.14 · VW $49.02i $54,379,000 SEC
2000   Q2 1,056,455 0.27 Reduce 12.21% 0.04 $44.37–52.90 · VW $49.64i $48,200,000 SEC
2000   Q1 1,203,335 0.31 Reduce 82.51% 1.58 $34.87–47.59 · VW $43.24i $52,290,000 SEC
1999   Q4 6,880,563 1.92 Reduce 23.26% 0.50 $36.18–49.45 · VW $41.59i $333,750,000 SEC
1999   Q3 8,966,535 2.15 Reduce 5.35% 0.11 $38.00–46.97 · VW $43.02i $353,178,000 SEC
1999   Q2 9,473,515 1.97 Reduce 13.74% 0.33 $33.55–43.95 · VW $39.21i $359,672,000 SEC
1999   Q1 10,983,098 2.37 $34.36 $377,330,000 SEC
Price snapshot:
Current price$354.43
Avg. buy price$72.22
+/- since buy390.76%
52-week low$285.29
52-week high$384.36