Ray Dalio's AXP Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 32,085 shares of American Express Company (AXP) worth $11.87 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in AXP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2014, adding 224,123 shares. Largest reduction occurred in Q1 2014, reducing 200,437 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,988 | Reduce 13.45% | 32,085 | $369.95 |
| Q3 2025 | +37,073 | New Buy | 37,073 | $332.16 |
| Q2 2025 | -27,789 | Sold Out | 0 | $0.00 |
| Q1 2025 | +23,984 | Add 630.33% | 27,789 | $269.05 |
| Q4 2024 | -52,671 | Reduce 93.26% | 3,805 | $296.79 |
| Q3 2024 | +52,050 | Add 1176.01% | 56,476 | $271.20 |
| Q2 2024 | -12,380 | Reduce 73.66% | 4,426 | $231.55 |
| Q1 2024 | +7,079 | Add 72.78% | 16,806 | $227.69 |
| Q4 2023 | +1,369 | Add 16.38% | 9,727 | $187.34 |
| Q3 2023 | +8,358 | New Buy | 8,358 | $149.19 |
| Q1 2023 | -1,575 | Sold Out | 0 | $0.00 |
| Q4 2022 | +1,575 | New Buy | 1,575 | $147.75 |
| Q3 2022 | -29,368 | Sold Out | 0 | $0.00 |
| Q2 2022 | +24,728 | Add 532.93% | 29,368 | $138.62 |
| Q1 2022 | +4,640 | New Buy | 4,640 | $187.07 |
| Q4 2021 | -14,150 | Sold Out | 0 | $0.00 |
| Q3 2021 | +14,150 | New Buy | 14,150 | $167.56 |
| Q4 2019 | -48,583 | Sold Out | 0 | $0.00 |
| Q3 2019 | +48,583 | New Buy | 48,583 | $118.27 |
| Q3 2018 | -11,241 | Sold Out | 0 | $0.00 |
| Q2 2018 | -16,189 | Reduce 59.02% | 11,241 | $98.03 |
| Q1 2018 | +27,430 | New Buy | 27,430 | $93.29 |
| Q4 2016 | -20,700 | Sold Out | 0 | $0.00 |
| Q3 2016 | -60,400 | Reduce 74.48% | 20,700 | $64.06 |
| Q2 2016 | -30,808 | Reduce 27.53% | 81,100 | $60.76 |
| Q1 2016 | +111,908 | New Buy | 111,908 | $61.40 |
| Q2 2015 | -48,417 | Sold Out | 0 | $0.00 |
| Q1 2015 | +19,900 | Add 69.78% | 48,417 | $78.11 |
| Q4 2014 | -195,606 | Reduce 87.28% | 28,517 | $93.03 |
| Q3 2014 | +224,123 | New Buy | 224,123 | $87.54 |
| Q1 2014 | -200,437 | Sold Out | 0 | $0.00 |
| Q4 2013 | +37,400 | Add 22.94% | 200,437 | $90.73 |
| Q3 2013 | +33,500 | Add 25.86% | 163,037 | $75.52 |
| Q2 2013 | +129,537 | Add 0.00% | 129,537 | $74.76 |
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 34 quarters since Q2 2013.
Ray Dalio's largest addition to American Express Company (AXP) was in Q3 2014, adding 224,123 shares worth $19.62 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 32,085 shares of American Express Company (AXP), valued at approximately $11.87 M.
As of the Q4 2025 filing, American Express Company (AXP) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in American Express Company (AXP) was 224,123 shares, as reported at the end of Q3 2014.