Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
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 1,965 0.09 Reduce 91.91% 1.27 $290.97–339.98 · VW $315.81i $594,373 SEC
2025   Q4 24,275 1.38 Reduce 57.89% 1.56 $307.65–387.49 · VW $334.68i $8,980,536 SEC
2025   Q3 57,650 2.69 $332.16 $19,149,024 SEC
2025   Q2 57,650 2.67 Reduce 1.09% 0.03 $286.15–332.06 · VW $316.50i $18,389,197 SEC
2025   Q1 58,287 2.34 $269.05 $15,682,117 SEC
2024   Q4 58,287 2.48 Reduce 12.02% 0.30 $286.43–326.27 · VW $304.55i $17,298,999 SEC
2024   Q3 66,250 2.51 Add 1.88% 0.05 $240.59–307.82 · VW $284.36i $17,967,000 SEC
2024   Q2 65,025 2.25 $231.55 $15,056,539 SEC
2024   Q1 65,025 2.22 Reduce 12.37% 0.28 $214.51–244.41 · VW $232.97i $14,805,542 SEC
2023   Q4 74,201 2.25 $187.34 $13,900,815 SEC
2023   Q3 74,201 1.95 Add 0.54% 0.01 $140.91–171.17 · VW $160.95i $11,070,047 SEC
2023   Q2 73,801 2.22 $174.20 $12,856,134 SEC
2023   Q1 73,801 2.18 Add 0.12% <0.01 $146.28–180.52 · VW $161.79i $12,173,475 SEC
2022   Q4 73,712 1.96 Add 0.11% <0.01 $142.72–182.15 · VW $166.29i $10,890,948 SEC
2022   Q3 73,632 1.98 $134.91 $9,934,000 SEC
2022   Q2 73,632 1.96 $138.62 $10,207,000 SEC
2022   Q1 73,632 2.22 Reduce 17.93% 0.39 $149.71–194.77 · VW $171.10i $13,769,000 SEC
2021   Q4 89,716 2.18 Reduce 17.75% 0.50 $149.89–199.55 · VW $181.33i $14,678,000 SEC
2021   Q3 109,079 2.80 $167.53 $18,274,000 SEC
2021   Q2 109,079 2.65 $165.23 $18,023,000 SEC
2021   Q1 109,079 2.41 Reduce 33.96% 1.12 $135.13–160.69 · VW $151.98i $15,428,000 SEC
2020   Q4 165,179 3.29 Add 0.04% <0.01 $112.10–140.95 · VW $129.44i $19,972,000 SEC
2020   Q3 165,115 3.04 Reduce 1.50% 0.05 $89.11–121.69 · VW $109.80i $16,553,000 SEC
2020   Q2 167,622 3.01 Reduce 0.10% <0.01 $89.58–115.93 · VW $102.37i $15,958,000 SEC
2020   Q1 167,798 3.17 Reduce 0.10% <0.01 $67.00–116.40 · VW $92.82i $14,365,000 SEC
2019   Q4 167,974 3.60 Reduce 18.14% 0.48 $107.00–138.13 · VW $118.35i $20,911,000 SEC
2019   Q3 205,196 2.64 Reduce 0.50% 0.01 $111.06–122.43 · VW $117.87i $24,271,000 SEC
2019   Q2 206,231 2.64 Reduce 0.07% <0.01 $113.89–129.34 · VW $121.20i $25,457,000 SEC
2019   Q1 206,379 2.40 Reduce 0.32% <0.01 $106.68–120.88 · VW $114.09i $22,557,000 SEC
2018   Q4 207,036 2.37 Reduce 0.07% <0.01 $89.05–114.55 · VW $103.78i $19,735,000 SEC
2018   Q3 207,184 2.23 Reduce 0.05% <0.01 $100.04–113.18 · VW $108.50i $22,063,000 SEC
2018   Q2 207,288 2.15 Reduce 0.16% <0.01 $95.65–107.43 · VW $103.02i $20,314,000 SEC
2018   Q1 207,618 2.03 Add 0.05% <0.01 $89.96–103.24 · VW $97.17i $19,367,000 SEC
2017   Q4 207,510 2.06 Reduce 2.78% 0.05 $87.54–102.39 · VW $95.81i $20,608,000 SEC
2017   Q3 213,435 1.94 Add 2.39% 0.05 $84.02–98.49 · VW $93.41i $19,307,000 SEC
2017   Q2 208,443 1.85 Add 0.00% $76.95–87.78 · VW $83.61i $17,559,000 SEC
2017   Q1 208,442 1.73 Add 0.02% <0.01 $75.51–82.00 · VW $78.15i $16,490,000 SEC
2016   Q4 208,407 1.65 Add 0.60% <0.01 $71.43–80.49 · VW $77.33i $15,439,000 SEC
2016   Q3 207,155 1.46 Add 0.61% <0.01 $59.50–73.18 · VW $68.24i $13,266,000 SEC
2016   Q2 205,900 0.95 Add 0.16% <0.01 $57.15–66.60 · VW $63.11i $12,510,000 SEC
2016   Q1 205,565 0.66 Add 66.82% 0.26 $55.62–67.34 · VW $62.91i $12,622,000 SEC
2015   Q4 123,225 0.64 Add 0.33% <0.01 $50.27–72.44 · VW $59.43i $8,570,000 SEC
2015   Q3 122,820 0.67 Reduce 0.32% <0.01 $70.21–78.40 · VW $73.42i $9,105,000 SEC
2015   Q2 123,220 0.62 Add 2438.52% 0.60 $71.71–81.92 · VW $76.78i $9,577,000 SEC
2015   Q1 4,854 0.04 Reduce 96.01% 0.92 $76.53–83.54 · VW $79.93i $379,000 SEC
2014   Q4 121,519 0.96 Add 1.87% 0.02 $77.12–94.89 · VW $84.53i $11,306,000 SEC
2014   Q3 119,284 0.97 $87.54 $10,442,000 SEC
2014   Q2 119,284 1.18 Add 0.24% <0.01 $85.75–96.24 · VW $90.51i $11,316,000 SEC
2014   Q1 119,000 1.89 $90.03 $10,714,000 SEC
2013   Q4 119,000 2.36 Reduce 22.12% 0.58 $82.63–93.62 · VW $89.18i $10,797,000 SEC
2013   Q3 152,800 2.63 $75.52 $11,539,000 SEC
2013   Q2 152,800 2.64 Reduce 15.11% 0.42 $71.47–78.63 · VW $74.00i $11,423,000 SEC
2013   Q1 180,000 2.80 Reduce 2.00% 0.05 $61.51–77.39 · VW $71.54i $12,143,000 SEC
2012   Q4 183,670 2.61 Reduce 6.29% 0.16 $55.47–63.00 · VW $60.21i $10,557,000 SEC
2012   Q3 196,003 2.59 Reduce 17.26% 0.57 $53.02–59.40 · VW $56.11i $11,145,000 SEC
2012   Q2 236,903 3.27 Reduce 0.08% <0.01 $53.18–59.73 · VW $57.07i $13,790,000 SEC
2012   Q1 237,093 3.18 $57.86 $13,718,000 SEC
2011   Q4 237,093 2.79 Add 0.25% <0.01 $45.89–54.45 · VW $51.08i $11,184,000 SEC
2011   Q3 236,493 2.95 Add 0.30% <0.01 $41.30–52.35 · VW $47.23i $10,619,000 SEC
2011   Q2 235,793 2.89 Reduce 8.10% 0.21 $42.03–53.80 · VW $48.51i $12,190,000 SEC
2011   Q1 256,568 2.54 Reduce 0.26% <0.01 $42.19–51.97 · VW $48.59i $11,597,000 SEC
2010   Q4 257,248 2.52 $42.92 $11,041,084 SEC
2010   Q3 257,248 2.59 $42.03 $10,812,133 SEC
2010   Q2 257,248 1.54 $39.70 $10,212,746 SEC
2010   Q1 257,248 3.03 $41.26 $10,614,052 SEC
2009   Q4 257,248 1.50 Reduce 18.27% 0.56 $36.60–43.25 · VW $39.35i $10,423,689 SEC
2009   Q3 314,748 3.06 Reduce 17.99% 0.45 $31.68–42.20 · VW $38.57i $10,669,957 SEC
2009   Q2 383,798 2.49 Add 0.05% <0.01 $22.00–34.50 · VW $30.11i $8,919,466 SEC
2009   Q1 383,598 0.78 Add 44.43% 0.24 $9.71–28.45 · VW $21.00i $5,228,441 SEC
2008   Q4 265,598 2.07 Reduce 0.34% <0.01 $11.44–24.86 · VW $16.12i $7,480,559 SEC
2008   Q3 266,498 1.86 Reduce 31.89% 0.56 $16.55–41.80 · VW $27.22i $9,442,024 SEC
2008   Q2 391,298 1.74 Reduce 2.64% 0.05 $35.10–47.47 · VW $40.75i $14,740,196 SEC
2008   Q1 401,898 2.05 Reduce 5.17% 0.09 $39.50–52.63 · VW $46.16i $17,570,981 SEC
2007   Q4 423,818 1.79 Reduce 39.26% 0.84 $41.15–59.79 · VW $47.75i $22,047,012 SEC
2007   Q3 697,748 2.13 Reduce 18.81% 0.43 $53.36–63.63 · VW $58.66i $41,425,299 SEC
2007   Q2 859,378 2.27 Reduce 6.23% 0.14 $55.50–65.89 · VW $60.00i $52,576,746 SEC
2007   Q1 916,478 2.19 Reduce 14.14% 0.37 $53.91–65.10 · VW $61.33i $51,689,359 SEC
2006   Q4 1,067,378 2.65 Reduce 15.22% 0.41 $54.50–62.50 · VW $57.96i $64,757,823 SEC
2006   Q3 1,258,933 2.73 Reduce 13.63% 0.38 $51.49–59.93 · VW $56.71i $70,600,962 SEC
2006   Q2 1,457,610 2.78 Reduce 40.72% 1.57 $49.73–54.91 · VW $52.39i $77,574,005 SEC
2006   Q1 2,458,710 3.86 Reduce 22.37% 0.37 $50.92–55.00 · VW $53.43i $129,205,211 SEC
2005   Q4 3,167,300 1.64 Reduce 30.81% 1.21 $50.40–55.00 · VW $53.09i $162,989,259 SEC
2005   Q3 4,577,516 3.94 Add 95.97% 1.93 $46.59–53.06 · VW $50.36i $230,144,848 SEC
2005   Q2 2,335,851 3.25 Reduce 1.80% 0.06 $45.78–49.85 · VW $47.99i $108,832,460 SEC
2005   Q1 2,378,693 3.08 Add 21.12% 0.54 $43.34–48.53 · VW $46.33i $106,955,936 SEC
2004   Q4 1,963,978 2.64 Reduce 0.94% 0.02 $45.16–50.79 · VW $47.78i $96,903,976 SEC
2004   Q3 1,982,714 2.63 $45.04 $89,307,287 SEC
2004   Q2 1,982,714 2.50 Reduce 0.83% 0.03 $41.75–45.67 · VW $43.74i $89,168,449 SEC
2004   Q1 1,999,280 3.05 Reduce 5.52% 0.14 $41.42–47.19 · VW $44.33i $90,735,945 SEC
2003   Q4 2,116,122 2.54 Reduce 5.33% 0.16 $39.21–47.70 · VW $44.56i $89,333,631 SEC
2003   Q3 2,235,304 2.95 Reduce 6.21% 0.17 $38.10–42.99 · VW $40.37i $88,162,684 SEC
2003   Q2 2,383,254 2.80 Reduce 2.47% 0.07 $35.92–40.61 · VW $38.66i $87,218,252 SEC
2003   Q1 2,443,619 2.67 Add 0.19% <0.01 $27.05–36.94 · VW $33.48i $71,075,647 SEC
2002   Q4 2,438,935 3.32 Reduce 2.05% 0.06 $27.94–34.79 · VW $30.71i $75,465,180 SEC
2002   Q3 2,489,889 3.12 Add 1.76% 0.05 $23.24–34.87 · VW $30.73i $67,953,692 SEC
2002   Q2 2,446,818 3.18 Reduce 4.02% 0.12 $23.56–37.71 · VW $30.94i $77,786,544 SEC
2002   Q1 2,549,412 3.06 Reduce 1.03% 0.02 $31.64–39.31 · VW $36.05i $91,402,240 SEC
2001   Q4 2,575,917 2.37 Reduce 96.85% 3.11 $27.77–33.38 · VW $31.02i $80,470,243 SEC
2001   Q3 81,766,495 3.21 Buy 3.21 $21.18–32.60 · VW $27.53i $88,182,027 SEC
Price snapshot:
Current price$354.43
Avg. buy price$74.76
+/- since buy374.09%
52-week low$285.29
52-week high$384.36