Ray Dalio's AXP Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 37.1K shares of American Express Company (AXP) worth $12.31 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in AXP, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 63.5K shares. Largest reduction occurred in Q4 2014, reducing 195.6K shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +129,538 | Add 0.00% | 129,537 | $74.76 |
| Q3 2013 | +33,500 | Add 25.86% | 163,037 | $75.52 |
| Q4 2013 | +37,400 | Add 22.94% | 200,437 | $90.73 |
| Q1 2014 | -200,437 | Sold Out | 200,437 | $0.00 |
| Q3 2014 | +224,123 | New Buy | 224,123 | $87.54 |
| Q4 2014 | -195,606 | Reduce 87.28% | 28,517 | $93.03 |
| Q1 2015 | +19,900 | Add 69.78% | 48,417 | $78.11 |
| Q2 2015 | -48,417 | Sold Out | 48,417 | $0.00 |
| Q1 2016 | +111,908 | New Buy | 111,908 | $61.40 |
| Q2 2016 | -30,808 | Reduce 27.53% | 81,100 | $60.76 |
| Q3 2016 | -60,400 | Reduce 74.48% | 20,700 | $64.06 |
| Q4 2016 | -20,700 | Sold Out | 20,700 | $0.00 |
| Q1 2018 | +27,430 | New Buy | 27,430 | $93.29 |
| Q2 2018 | -16,189 | Reduce 59.02% | 11,241 | $98.03 |
| Q3 2018 | -11,241 | Sold Out | 11,241 | $0.00 |
| Q3 2019 | +48,583 | New Buy | 48,583 | $118.27 |
| Q4 2019 | -48,583 | Sold Out | 48,583 | $0.00 |
| Q3 2021 | +14,150 | New Buy | 14,150 | $167.56 |
| Q4 2021 | -14,150 | Sold Out | 14,150 | $0.00 |
| Q1 2022 | +4,640 | New Buy | 4,640 | $187.07 |
| Q2 2022 | +24,728 | Add 532.93% | 29,368 | $138.62 |
| Q3 2022 | -29,368 | Sold Out | 29,368 | $0.00 |
| Q4 2022 | +1,575 | New Buy | 1,575 | $147.75 |
| Q1 2023 | -1,575 | Sold Out | 1,575 | $0.00 |
| Q3 2023 | +8,358 | New Buy | 8,358 | $149.19 |
| Q4 2023 | +1,369 | Add 16.38% | 9,727 | $187.34 |
| Q1 2024 | +7,079 | Add 72.78% | 16,806 | $227.69 |
| Q2 2024 | -12,380 | Reduce 73.66% | 4,426 | $231.55 |
| Q3 2024 | +52,050 | Add 1176.01% | 56,476 | $271.20 |
| Q4 2024 | -52,671 | Reduce 93.26% | 3,805 | $296.79 |
| Q1 2025 | +23,984 | Add 630.33% | 27,789 | $269.05 |
| Q2 2025 | -27,789 | Sold Out | 27,789 | $0.00 |
| Q3 2025 | +37,073 | New Buy | 37,073 | $332.16 |
Ray Dalio's American Express Company Investment FAQs
Ray Dalio first purchased American Express Company (AXP) in Q2 2013, acquiring 129,537 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held American Express Company (AXP) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to American Express Company (AXP) was in Q3 2014, adding 224,123 shares worth $19.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 37,073 shares of American Express Company (AXP), valued at approximately $12.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, American Express Company (AXP) represents approximately 0.05% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in American Express Company (AXP) was 224,123 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.