Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2022   Q2 0 0.00 Sell 100.00% 0.01 $134.12–170.26 · VW $152.13i SEC
2022   Q1 3,600 0.01 Add 2.86% <0.01 $149.71–194.77 · VW $171.10i $673,000 SEC
2021   Q4 3,500 0.01 Buy 0.01 $149.89–199.55 · VW $181.33i $573,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 $89.58–115.93 · VW $102.37i SEC
2020   Q1 2,125 <0.01 Reduce 67.90% <0.01 $67.00–116.40 · VW $92.82i $182,000 SEC
2019   Q4 6,620 <0.01 Add 16.14% <0.01 $107.00–138.13 · VW $118.35i $824,000 SEC
2019   Q3 5,700 <0.01 $118.25 $674,000 SEC
2019   Q2 5,700 0.01 $123.51 $704,000 SEC
2019   Q1 5,700 0.01 $109.30 $623,000 SEC
2018   Q4 5,700 0.01 Reduce 99.64% 1.22 $89.05–114.55 · VW $103.78i $543,000 SEC
2018   Q3 1,583,145 1.22 Reduce 26.80% 0.41 $100.04–113.18 · VW $108.50i $168,589,000 SEC
2018   Q2 2,162,723 1.52 Reduce 0.88% 0.01 $95.65–107.43 · VW $103.02i $211,947,000 SEC
2018   Q1 2,181,960 1.60 Reduce 17.10% 0.35 $89.96–103.24 · VW $97.17i $203,533,000 SEC
2017   Q4 2,632,167 2.04 Reduce 21.33% 0.52 $87.54–102.39 · VW $95.81i $261,401,000 SEC
2017   Q3 3,345,940 2.42 Reduce 1.52% 0.03 $84.02–98.49 · VW $93.41i $302,674,000 SEC
2017   Q2 3,397,590 2.26 Add 1.58% 0.04 $76.95–87.78 · VW $83.61i $286,213,000 SEC
2017   Q1 3,344,880 2.23 Reduce 41.84% 1.49 $75.51–82.00 · VW $78.15i $264,613,000 SEC
2016   Q4 5,751,094 3.57 Reduce 2.26% 0.07 $71.43–80.49 · VW $77.33i $426,041,000 SEC
2016   Q3 5,884,304 3.27 Reduce 2.62% 0.08 $59.50–73.18 · VW $68.24i $376,831,000 SEC
2016   Q2 6,042,364 3.23 Add 6.76% 0.20 $57.15–66.60 · VW $63.11i $367,134,000 SEC
2016   Q1 5,660,028 3.28 Add 87.96% 1.54 $55.62–67.34 · VW $62.91i $347,526,000 SEC
2015   Q4 3,011,290 1.94 Add 272.08% 1.42 $50.27–72.44 · VW $59.43i $209,435,000 SEC
2015   Q3 809,310 0.53 Buy 0.53 $70.21–78.40 · VW $73.42i $59,994,000 SEC
Price snapshot:
Current price$354.43
52-week low$285.29
52-week high$384.36