Chris Davis's AXP Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 247,940 shares of American Express Company (AXP) worth $82.36 M, representing 0.43% 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, Chris Davis has maintained a long-term strategic position in AXP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 93,100 shares. Largest reduction occurred in Q1 2014, reducing 7.83 M shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by Chris Davis
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +37.78 M | Add 0.00% | 37.78 M | $74.76 |
| Q3 2013 | -666,306 | Reduce 1.76% | 37.11 M | $75.52 |
| Q4 2013 | -1.35 M | Reduce 3.63% | 35.77 M | $90.73 |
| Q1 2014 | -7.83 M | Reduce 21.90% | 27.94 M | $90.03 |
| Q2 2014 | -2.32 M | Reduce 8.30% | 25.62 M | $94.87 |
| Q3 2014 | -1.08 M | Reduce 4.23% | 24.53 M | $87.54 |
| Q4 2014 | -2.29 M | Reduce 9.35% | 22.24 M | $93.04 |
| Q1 2015 | -1.4 M | Reduce 6.29% | 20.84 M | $78.12 |
| Q2 2015 | -196,193 | Reduce 0.94% | 20.65 M | $77.72 |
| Q3 2015 | -3.13 M | Reduce 15.14% | 17.52 M | $74.13 |
| Q4 2015 | -2.24 M | Reduce 12.76% | 15.28 M | $69.55 |
| Q1 2016 | -1.12 M | Reduce 7.31% | 14.17 M | $61.40 |
| Q2 2016 | -575,316 | Reduce 4.06% | 13.59 M | $60.76 |
| Q3 2016 | -742,733 | Reduce 5.46% | 12.85 M | $64.04 |
| Q4 2016 | -784,779 | Reduce 6.11% | 12.06 M | $74.08 |
| Q1 2017 | -233,651 | Reduce 1.94% | 11.83 M | $79.11 |
| Q2 2017 | -533,544 | Reduce 4.51% | 11.3 M | $84.24 |
| Q3 2017 | -392,628 | Reduce 3.48% | 10.9 M | $90.44 |
| Q4 2017 | -3.12 M | Reduce 28.57% | 7.79 M | $99.31 |
| Q1 2018 | -245,184 | Reduce 3.15% | 7.54 M | $93.28 |
| Q2 2018 | -278,845 | Reduce 3.70% | 7.26 M | $98.00 |
| Q3 2018 | -505,560 | Reduce 6.96% | 6.76 M | $106.49 |
| Q4 2018 | -242,185 | Reduce 3.58% | 6.52 M | $95.26 |
| Q1 2019 | -205,210 | Reduce 3.15% | 6.31 M | $109.30 |
| Q2 2019 | -183,393 | Reduce 2.91% | 6.13 M | $123.44 |
| Q3 2019 | -271,486 | Reduce 4.43% | 5.86 M | $118.28 |
| Q4 2019 | -297,252 | Reduce 5.08% | 5.56 M | $124.49 |
| Q1 2020 | -163,128 | Reduce 2.93% | 5.4 M | $85.61 |
| Q2 2020 | +93,100 | Add 1.73% | 5.49 M | $95.20 |
| Q3 2020 | -194,620 | Reduce 3.55% | 5.3 M | $100.25 |
| Q4 2020 | -203,104 | Reduce 3.84% | 5.09 M | $120.91 |
| Q1 2021 | -136,315 | Reduce 2.68% | 4.96 M | $141.44 |
| Q2 2021 | -38,197 | Reduce 0.77% | 4.92 M | $165.23 |
| Q3 2021 | -818,101 | Reduce 16.64% | 4.1 M | $167.53 |
| Q4 2021 | -1.42 M | Reduce 34.56% | 2.68 M | $163.60 |
| Q1 2022 | -1.04 M | Reduce 38.83% | 1.64 M | $187.00 |
| Q2 2022 | -551,790 | Reduce 33.63% | 1.09 M | $138.62 |
| Q3 2022 | -10,314 | Reduce 0.95% | 1.08 M | $134.91 |
| Q4 2022 | -89,851 | Reduce 8.33% | 988,952 | $147.75 |
| Q1 2023 | -24,728 | Reduce 2.50% | 964,224 | $164.95 |
| Q2 2023 | -14,156 | Reduce 1.47% | 950,068 | $174.20 |
| Q3 2023 | -17,768 | Reduce 1.87% | 932,300 | $149.19 |
| Q4 2023 | -28,809 | Reduce 3.09% | 903,491 | $187.34 |
| Q1 2024 | -137,146 | Reduce 15.18% | 766,345 | $227.69 |
| Q2 2024 | -402,542 | Reduce 52.53% | 363,803 | $231.55 |
| Q3 2024 | -76,255 | Reduce 20.96% | 287,548 | $271.20 |
| Q4 2024 | -13,058 | Reduce 4.54% | 274,490 | $296.79 |
| Q1 2025 | -3,055 | Reduce 1.11% | 271,435 | $269.05 |
| Q2 2025 | -935 | Reduce 0.34% | 270,500 | $318.98 |
| Q3 2025 | -22,560 | Reduce 8.34% | 247,940 | $332.16 |
Chris Davis's American Express Company Investment FAQs
Chris Davis first purchased American Express Company (AXP) in Q2 2013, acquiring 37,779,862 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis 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.
Chris Davis's largest addition to American Express Company (AXP) was in Q2 2013, adding 37,779,862 shares worth $2.82 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 247,940 shares of American Express Company (AXP), valued at approximately $82.36 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 0.43% of Chris Davis'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.
Chris Davis's peak holding in American Express Company (AXP) was 37,779,862 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.