Robert Olstein - Olstein Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    99
Portfolio value:    $458,067,000
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
2024   Q4 0 0.00 Sell 100.00% 0.23 $286.43–326.27 · VW $304.55i SEC
2024   Q3 5,000 0.23 Reduce 66.67% 0.41 $240.59–307.82 · VW $284.36i $1,356,000 SEC
2024   Q2 15,000 0.62 Reduce 18.92% 0.13 $220.74–261.75 · VW $247.05i $3,473,000 SEC
2024   Q1 18,500 0.69 Reduce 40.32% 0.40 $214.51–244.41 · VW $232.97i $4,212,000 SEC
2023   Q4 31,000 0.98 Reduce 20.51% 0.21 $165.93–219.74 · VW $201.70i $5,808,000 SEC
2023   Q3 39,000 1.00 $149.18 $5,818,000 SEC
2023   Q2 39,000 1.10 Add 25.81% 0.23 $157.33–178.79 · VW $164.70i $6,794,000 SEC
2023   Q1 31,000 0.80 Reduce 29.55% 0.30 $146.28–180.52 · VW $161.79i $5,113,000 SEC
2022   Q4 44,000 1.02 $147.75 $6,501,000 SEC
2022   Q3 44,000 0.99 $134.91 $5,936,000 SEC
2022   Q2 44,000 0.91 Add 57.14% 0.33 $134.12–170.26 · VW $152.13i $6,099,000 SEC
2022   Q1 28,000 0.66 Reduce 22.22% 0.16 $149.71–194.77 · VW $171.10i $5,236,000 SEC
2021   Q4 36,000 0.70 Add 9.09% 0.06 $149.89–199.55 · VW $181.33i $5,890,000 SEC
2021   Q3 33,000 0.68 Reduce 2.94% 0.02 $151.70–189.03 · VW $164.34i $5,528,000 SEC
2021   Q2 34,000 0.71 Reduce 5.56% 0.04 $157.25–179.67 · VW $167.63i $5,618,000 SEC
2021   Q1 36,000 0.71 Reduce 28.00% 0.27 $135.13–160.69 · VW $151.98i $5,092,000 SEC
2020   Q4 50,000 0.96 Reduce 12.28% 0.13 $112.10–140.95 · VW $129.44i $6,046,000 SEC
2020   Q3 57,000 1.04 $100.25 $5,714,000 SEC
2020   Q2 57,000 1.01 Add 5.56% 0.05 $89.58–115.93 · VW $102.37i $5,426,000 SEC
2020   Q1 54,000 1.02 Add 115.14% 0.55 $67.00–116.40 · VW $92.82i $4,623,000 SEC
2019   Q4 25,100 0.49 $124.50 $3,125,000 SEC
2019   Q3 25,100 0.47 $118.29 $2,969,000 SEC
2019   Q2 25,100 0.50 Reduce 28.29% 0.18 $113.89–129.34 · VW $121.20i $3,098,000 SEC
2019   Q1 35,000 0.64 Reduce 5.41% 0.03 $106.68–120.88 · VW $114.09i $3,826,000 SEC
2018   Q4 37,000 0.58 Reduce 13.95% 0.09 $89.05–114.55 · VW $103.78i $3,527,000 SEC
2018   Q3 43,000 0.62 Reduce 20.37% 0.14 $100.04–113.18 · VW $108.50i $4,579,000 SEC
2018   Q2 54,000 0.71 Reduce 8.47% 0.06 $95.65–107.43 · VW $103.02i $5,292,000 SEC
2018   Q1 59,000 0.71 Add 22.92% 0.13 $89.96–103.24 · VW $97.17i $5,504,000 SEC
2017   Q4 48,000 0.61 Reduce 27.27% 0.21 $87.54–102.39 · VW $95.81i $4,767,000 SEC
2017   Q3 66,000 0.77 Reduce 33.54% 0.36 $84.02–98.49 · VW $93.41i $5,970,000 SEC
2017   Q2 99,306 1.07 Reduce 10.45% 0.12 $76.95–87.78 · VW $83.61i $8,366,000 SEC
2017   Q1 110,900 1.15 Reduce 2.72% 0.03 $75.51–82.00 · VW $78.15i $8,773,000 SEC
2016   Q4 114,000 1.11 Reduce 8.80% 0.09 $71.43–80.49 · VW $77.33i $8,445,000 SEC
2016   Q3 125,000 1.07 Add 7.76% 0.08 $59.50–73.18 · VW $68.24i $8,005,000 SEC
2016   Q2 116,000 0.97 Add 3.57% 0.03 $57.15–66.60 · VW $63.11i $7,048,000 SEC
2016   Q1 112,000 0.94 Add 40.00% 0.27 $55.62–67.34 · VW $62.91i $6,877,000 SEC
2015   Q4 80,000 0.74 Add 77.78% 0.32 $50.27–72.44 · VW $59.43i $5,564,000 SEC
2015   Q3 45,000 0.43 Buy 0.43 $70.21–78.40 · VW $73.42i $3,336,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.81 $76.53–83.54 · VW $79.93i SEC
2014   Q4 69,000 0.81 Add 9.52% 0.07 $77.12–94.89 · VW $84.53i $6,420,000 SEC
2014   Q3 63,000 0.74 Add 14.55% 0.09 $78.41–92.59 · VW $87.81i $5,515,000 SEC
2014   Q2 55,000 0.71 Add 48.65% 0.23 $85.75–96.24 · VW $90.51i $5,218,000 SEC
2014   Q1 37,000 0.47 $90.03 $3,331,000 SEC
2013   Q4 37,000 0.50 Reduce 37.29% 0.26 $82.63–93.62 · VW $89.18i $3,357,000 SEC
2013   Q3 59,000 0.71 Reduce 3.28% 0.02 $72.08–86.19 · VW $81.36i $4,456,000 SEC
2013   Q2 61,000 0.76 Reduce 41.90% 0.52 $71.47–78.63 · VW $74.00i $4,560,000 SEC
2013   Q1 105,000 1.25 Reduce 11.76% 0.16 $61.51–77.39 · VW $71.54i $7,083,000 SEC
2012   Q4 119,000 1.34 Add 9.17% 0.11 $55.47–63.00 · VW $60.21i $6,840,000 SEC
2012   Q3 109,000 1.15 $56.86 $6,198,000 SEC
2012   Q2 109,000 1.19 Add 0.93% 0.01 $53.18–59.73 · VW $57.07i $6,345,000 SEC
2012   Q1 108,000 1.06 $57.86 $6,249,000 SEC
2011   Q4 108,000 0.98 Reduce 18.80% 0.23 $45.89–54.45 · VW $51.08i $5,094,000 SEC
2011   Q3 133,000 1.21 Reduce 22.67% 0.33 $41.30–52.35 · VW $47.23i $5,972,000 SEC
2011   Q2 172,000 1.46 Reduce 23.56% 0.38 $42.03–53.80 · VW $48.51i $8,892,000 SEC
2011   Q1 225,000 1.60 $45.20 $10,170,000 SEC
2010   Q4 225,000 1.57 Add 14.21% 0.20 $41.25–46.93 · VW $43.92i $9,657,000 SEC
2010   Q3 197,000 1.47 Add 2.60% 0.04 $37.33–44.27 · VW $41.61i $8,279,910 SEC
2010   Q2 192,000 1.43 Add 29.73% 0.33 $37.13–45.68 · VW $40.89i $7,622,000 SEC
2010   Q1 148,000 0.98 Buy 0.98 $37.36–49.19 · VW $42.14i $6,106,000 SEC
2009   Q4 0 0.00 Sell 100.00% 1.64 $36.60–43.25 · VW $39.35i SEC
2009   Q3 235,000 1.64 Add 2.75% 0.04 $31.68–42.20 · VW $38.57i $7,967,000 SEC
2009   Q2 228,700 0.65 Buy 0.65 $22.00–34.50 · VW $30.11i $5,315,000 SEC
2008   Q4 0 0.00 Sell 100.00% 2.82 $11.44–24.86 · VW $16.12i SEC
2008   Q3 565,400 2.82 Add 11.83% 0.30 $16.55–41.80 · VW $27.22i $20,032,000 SEC
2008   Q1 505,600 1.99 Reduce 25.83% 0.66 $39.50–52.63 · VW $46.16i $22,105,000 SEC
2007   Q4 681,700 2.54 Buy 2.54 $41.15–59.79 · VW $47.75i $35,462,000 SEC
2006   Q4 0 0.00 Sell 100.00% 1.65 $54.50–62.50 · VW $57.96i SEC
2006   Q3 394,500 1.65 Add 28.96% 0.37 $51.49–59.93 · VW $56.71i $22,124,000 SEC
2006   Q2 305,900 1.25 Buy 1.25 $49.73–54.91 · VW $52.39i $16,280,000 SEC
Price snapshot:
Current price$354.43
52-week low$285.29
52-week high$384.36