Guy Spier's AXP Position Overview
Guy Spier (via Aquamarine Zurich Ag) currently holds 210.0K shares of American Express Company (AXP) worth $69.75 M, representing 21.98% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Guy Spier has maintained a long-term strategic position in AXP, representing a significant commitment to this investment thesis. Largest reduction occurred in Q3 2018, reducing 50.0K shares.
Analysis based on 13F filings available since 2013 Q2
Guy Spier's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by Guy Spier
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +272,431 | Add 0.00% | 272,430 | $93.04 |
| Q1 2015 | -272,430 | Sold Out | 272,430 | $0.00 |
| Q4 2016 | +272,430 | New Buy | 272,430 | $74.08 |
| Q3 2018 | -50,000 | Reduce 18.35% | 222,430 | $106.49 |
| Q1 2020 | -12,430 | Reduce 5.59% | 210,000 | $85.61 |
| Q3 2022 | +210,001 | Add 0.00% | 210,000 | $134.91 |
Guy Spier's American Express Company Investment FAQs
Guy Spier first purchased American Express Company (AXP) in Q4 2014, acquiring 272,430 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Guy Spier has held American Express Company (AXP) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Guy Spier's largest addition to American Express Company (AXP) was in Q4 2014, adding 272,430 shares worth $25.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Guy Spier's firm, Aquamarine Zurich Ag, owns 210,000 shares of American Express Company (AXP), valued at approximately $69.75 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 21.98% of Guy Spier'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.
Guy Spier's peak holding in American Express Company (AXP) was 272,430 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.