First Eagle Investment's AXP Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 1.64 M shares of American Express Company (AXP) worth $606.66 M, representing 1.07% 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, First Eagle Investment has maintained a long-term strategic position in AXP, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 3.82 M shares. Largest reduction occurred in Q3 2018, reducing 4.23 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -83,083 | Reduce 4.82% | 1.64 M | $369.95 |
| Q3 2025 | -209,011 | Reduce 10.82% | 1.72 M | $332.16 |
| Q2 2025 | -173,334 | Reduce 8.23% | 1.93 M | $318.98 |
| Q1 2025 | -246,779 | Reduce 10.49% | 2.11 M | $269.05 |
| Q4 2024 | -245,835 | Reduce 9.46% | 2.35 M | $296.79 |
| Q3 2024 | +729 | Add 0.03% | 2.6 M | $271.20 |
| Q2 2024 | -7,791 | Reduce 0.30% | 2.6 M | $231.55 |
| Q1 2024 | +3,740 | Add 0.14% | 2.6 M | $227.69 |
| Q4 2023 | -2,749 | Reduce 0.11% | 2.6 M | $187.34 |
| Q3 2023 | -43,186 | Reduce 1.63% | 2.6 M | $149.19 |
| Q2 2023 | -20,323 | Reduce 0.76% | 2.65 M | $174.20 |
| Q1 2023 | -171,641 | Reduce 6.05% | 2.67 M | $164.95 |
| Q4 2022 | -220,889 | Reduce 7.22% | 2.84 M | $147.75 |
| Q3 2022 | -178,873 | Reduce 5.52% | 3.06 M | $134.91 |
| Q2 2022 | -26,432 | Reduce 0.81% | 3.24 M | $138.62 |
| Q1 2022 | -960,552 | Reduce 22.73% | 3.27 M | $187.00 |
| Q4 2021 | -32,245 | Reduce 0.76% | 4.23 M | $163.60 |
| Q3 2021 | -337,366 | Reduce 7.34% | 4.26 M | $167.53 |
| Q2 2021 | -501,532 | Reduce 9.84% | 4.6 M | $165.23 |
| Q1 2021 | -42,778 | Reduce 0.83% | 5.1 M | $141.44 |
| Q4 2020 | +823,537 | Add 19.08% | 5.14 M | $120.91 |
| Q3 2020 | +1.34 M | Add 45.25% | 4.32 M | $100.25 |
| Q2 2020 | -851,989 | Reduce 22.28% | 2.97 M | $95.20 |
| Q1 2020 | -352,333 | Reduce 8.44% | 3.82 M | $85.61 |
| Q4 2019 | -137,420 | Reduce 3.19% | 4.18 M | $124.49 |
| Q3 2019 | -126,257 | Reduce 2.84% | 4.31 M | $118.28 |
| Q2 2019 | -2.01 M | Reduce 31.19% | 4.44 M | $123.44 |
| Q1 2019 | -1.17 M | Reduce 15.34% | 6.45 M | $109.30 |
| Q4 2018 | -337,816 | Reduce 4.24% | 7.62 M | $95.32 |
| Q3 2018 | -4.23 M | Reduce 34.71% | 7.96 M | $106.49 |
| Q2 2018 | -676,454 | Reduce 5.26% | 12.19 M | $98.00 |
| Q1 2018 | +14,896 | Add 0.12% | 12.87 M | $93.28 |
| Q4 2017 | -88,249 | Reduce 0.68% | 12.85 M | $99.31 |
| Q3 2017 | -3.4 M | Reduce 20.82% | 12.94 M | $90.46 |
| Q2 2017 | +103,546 | Add 0.64% | 16.34 M | $84.24 |
| Q1 2017 | +305,651 | Add 1.92% | 16.24 M | $79.11 |
| Q4 2016 | +102,015 | Add 0.64% | 15.93 M | $74.08 |
| Q3 2016 | +97,706 | Add 0.62% | 15.83 M | $64.04 |
| Q2 2016 | +173,281 | Add 1.11% | 15.73 M | $60.76 |
| Q1 2016 | +2.84 M | Add 22.36% | 15.56 M | $61.40 |
| Q4 2015 | -62,190 | Reduce 0.49% | 12.72 M | $69.55 |
| Q3 2015 | +802,502 | Add 6.70% | 12.78 M | $74.13 |
| Q2 2015 | +240,639 | Add 2.05% | 11.98 M | $77.72 |
| Q1 2015 | +3.82 M | Add 48.22% | 11.74 M | $78.12 |
| Q4 2014 | +22,816 | Add 0.29% | 7.92 M | $93.04 |
| Q3 2014 | +150,489 | Add 1.94% | 7.9 M | $87.54 |
| Q2 2014 | +39,063 | Add 0.51% | 7.74 M | $94.87 |
| Q1 2014 | +46,340 | Add 0.60% | 7.71 M | $90.03 |
| Q4 2013 | -2.51 M | Reduce 24.67% | 7.66 M | $90.73 |
| Q3 2013 | +143,880 | Add 1.44% | 10.17 M | $75.52 |
| Q2 2013 | +10.02 M | Add 0.00% | 10.02 M | $74.76 |
First Eagle Investment's American Express Company Investment FAQs
First Eagle Investment first purchased American Express Company (AXP) in Q2 2013, acquiring 10,024,245 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held American Express Company (AXP) for 51 quarters since Q2 2013.
First Eagle Investment's largest addition to American Express Company (AXP) was in Q2 2013, adding 10,024,245 shares worth $749.41 M.
According to the latest 13F filing for Q4 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 1,639,846 shares of American Express Company (AXP), valued at approximately $606.66 M.
As of the Q4 2025 filing, American Express Company (AXP) represents approximately 1.07% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in American Express Company (AXP) was 16,342,822 shares, as reported at the end of Q2 2017.