Chris Davis's AXP Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 241,700 shares of American Express Company (AXP) worth $89.42 M, representing 0.40% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -6,240 | Reduce 2.52% | 241,700 | $369.95 |
| Q3 2025 | -22,560 | Reduce 8.34% | 247,940 | $332.16 |
| Q2 2025 | -935 | Reduce 0.34% | 270,500 | $318.98 |
| Q1 2025 | -3,055 | Reduce 1.11% | 271,435 | $269.05 |
| Q4 2024 | -13,058 | Reduce 4.54% | 274,490 | $296.79 |
| Q3 2024 | -76,255 | Reduce 20.96% | 287,548 | $271.20 |
| Q2 2024 | -402,542 | Reduce 52.53% | 363,803 | $231.55 |
| Q1 2024 | -137,146 | Reduce 15.18% | 766,345 | $227.69 |
| Q4 2023 | -28,809 | Reduce 3.09% | 903,491 | $187.34 |
| Q3 2023 | -17,768 | Reduce 1.87% | 932,300 | $149.19 |
| Q2 2023 | -14,156 | Reduce 1.47% | 950,068 | $174.20 |
| Q1 2023 | -24,728 | Reduce 2.50% | 964,224 | $164.95 |
| Q4 2022 | -89,851 | Reduce 8.33% | 988,952 | $147.75 |
| Q3 2022 | -10,314 | Reduce 0.95% | 1.08 M | $134.91 |
| Q2 2022 | -551,790 | Reduce 33.63% | 1.09 M | $138.62 |
| Q1 2022 | -1.04 M | Reduce 38.83% | 1.64 M | $187.00 |
| Q4 2021 | -1.42 M | Reduce 34.56% | 2.68 M | $163.60 |
| Q3 2021 | -818,101 | Reduce 16.64% | 4.1 M | $167.53 |
| Q2 2021 | -38,197 | Reduce 0.77% | 4.92 M | $165.23 |
| Q1 2021 | -136,315 | Reduce 2.68% | 4.96 M | $141.44 |
| Q4 2020 | -203,104 | Reduce 3.84% | 5.09 M | $120.91 |
| Q3 2020 | -194,620 | Reduce 3.55% | 5.3 M | $100.25 |
| Q2 2020 | +93,100 | Add 1.73% | 5.49 M | $95.20 |
| Q1 2020 | -163,128 | Reduce 2.93% | 5.4 M | $85.61 |
| Q4 2019 | -297,252 | Reduce 5.08% | 5.56 M | $124.49 |
| Q3 2019 | -271,486 | Reduce 4.43% | 5.86 M | $118.28 |
| Q2 2019 | -183,393 | Reduce 2.91% | 6.13 M | $123.44 |
| Q1 2019 | -205,210 | Reduce 3.15% | 6.31 M | $109.30 |
| Q4 2018 | -242,185 | Reduce 3.58% | 6.52 M | $95.26 |
| Q3 2018 | -505,560 | Reduce 6.96% | 6.76 M | $106.49 |
| Q2 2018 | -278,845 | Reduce 3.70% | 7.26 M | $98.00 |
| Q1 2018 | -245,184 | Reduce 3.15% | 7.54 M | $93.28 |
| Q4 2017 | -3.12 M | Reduce 28.57% | 7.79 M | $99.31 |
| Q3 2017 | -392,628 | Reduce 3.48% | 10.9 M | $90.44 |
| Q2 2017 | -533,544 | Reduce 4.51% | 11.3 M | $84.24 |
| Q1 2017 | -233,651 | Reduce 1.94% | 11.83 M | $79.11 |
| Q4 2016 | -784,779 | Reduce 6.11% | 12.06 M | $74.08 |
| Q3 2016 | -742,733 | Reduce 5.46% | 12.85 M | $64.04 |
| Q2 2016 | -575,316 | Reduce 4.06% | 13.59 M | $60.76 |
| Q1 2016 | -1.12 M | Reduce 7.31% | 14.17 M | $61.40 |
| Q4 2015 | -2.24 M | Reduce 12.76% | 15.28 M | $69.55 |
| Q3 2015 | -3.13 M | Reduce 15.14% | 17.52 M | $74.13 |
| Q2 2015 | -196,193 | Reduce 0.94% | 20.65 M | $77.72 |
| Q1 2015 | -1.4 M | Reduce 6.29% | 20.84 M | $78.12 |
| Q4 2014 | -2.29 M | Reduce 9.35% | 22.24 M | $93.04 |
| Q3 2014 | -1.08 M | Reduce 4.23% | 24.53 M | $87.54 |
| Q2 2014 | -2.32 M | Reduce 8.30% | 25.62 M | $94.87 |
| Q1 2014 | -7.83 M | Reduce 21.90% | 27.94 M | $90.03 |
| Q4 2013 | -1.35 M | Reduce 3.63% | 35.77 M | $90.73 |
| Q3 2013 | -666,306 | Reduce 1.76% | 37.11 M | $75.52 |
| Q2 2013 | +37.78 M | Add 0.00% | 37.78 M | $74.76 |
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 51 quarters since Q2 2013.
Chris Davis's largest addition to American Express Company (AXP) was in Q2 2013, adding 37,779,862 shares worth $2.82 B.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 241,700 shares of American Express Company (AXP), valued at approximately $89.42 M.
As of the Q4 2025 filing, American Express Company (AXP) represents approximately 0.40% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in American Express Company (AXP) was 37,779,862 shares, as reported at the end of Q2 2013.