John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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
2019   Q2 0 0.00 Sell 100.00% 0.03 $113.89–129.34 · VW $121.20i SEC
2019   Q1 21,161 0.03 Reduce 76.50% 0.09 $106.68–120.88 · VW $114.09i $2,313,000 SEC
2018   Q4 90,029 0.12 Reduce 85.12% 0.61 $89.05–114.55 · VW $103.78i $8,582,000 SEC
2018   Q3 605,168 0.72 Reduce 31.30% 0.31 $100.04–113.18 · VW $108.50i $64,444,000 SEC
2018   Q2 880,912 0.99 Reduce 0.37% <0.01 $95.65–107.43 · VW $103.02i $86,329,000 SEC
2018   Q1 884,170 0.96 Reduce 3.40% 0.04 $89.96–103.24 · VW $97.17i $82,475,000 SEC
2017   Q4 915,248 1.05 Add 2.42% 0.02 $87.54–102.39 · VW $95.81i $90,893,000 SEC
2017   Q3 893,621 0.97 Add 3.88% 0.04 $84.02–98.49 · VW $93.41i $80,837,000 SEC
2017   Q2 860,258 0.88 Add 3.60% 0.03 $76.95–87.78 · VW $83.61i $72,468,000 SEC
2017   Q1 830,330 0.80 $79.11 $65,687,000 SEC
2016   Q4 830,330 0.76 Add 4.12% 0.03 $71.43–80.49 · VW $77.33i $61,511,000 SEC
2016   Q3 797,470 0.65 Reduce 2.80% 0.02 $59.50–73.18 · VW $68.24i $51,070,000 SEC
2016   Q2 820,453 0.66 Add 25.28% 0.13 $57.15–66.60 · VW $63.11i $49,851,000 SEC
2016   Q1 654,897 0.51 Add 253.22% 0.37 $55.62–67.34 · VW $62.91i $40,211,000 SEC
2015   Q4 185,409 0.16 Add 71.17% 0.07 $50.27–72.44 · VW $59.43i $12,895,000 SEC
2015   Q3 108,317 0.11 Add 114.87% 0.06 $70.21–78.40 · VW $73.42i $8,030,000 SEC
2015   Q2 50,411 0.05 Add 147.23% 0.03 $71.71–81.92 · VW $76.78i $3,918,000 SEC
2015   Q1 20,390 0.02 Add 187.91% 0.01 $76.53–83.54 · VW $79.93i $1,593,000 SEC
2014   Q4 7,082 0.01 Add 28.95% <0.01 $77.12–94.89 · VW $84.53i $659,000 SEC
2014   Q3 5,492 0.01 Buy 0.01 $78.41–92.59 · VW $87.81i $481,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.21 $31.68–42.20 · VW $38.57i SEC
2009   Q2 282,750 0.21 Reduce 24.99% 0.05 $22.00–34.50 · VW $30.11i $6,571,110,000 SEC
2009   Q1 376,945 0.19 Add 27.44% 0.04 $9.71–28.45 · VW $21.00i $5,137,760,000 SEC
2008   Q4 295,780 0.15 Add 7.37% 0.01 $11.44–24.86 · VW $16.12i $5,486,719,000 SEC
2008   Q3 275,480 0.17 Buy 0.17 $16.55–41.80 · VW $27.22i $9,760,256,000 SEC
Price snapshot:
Current price$354.43
52-week low$285.29
52-week high$384.36