Joel Greenblatt's AXP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21.5K shares of American Express Company (AXP) worth $7.14 M, representing 0.03% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AXP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 119.8K shares. Largest reduction occurred in Q3 2019, reducing 78.0K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +2,843 | New Buy | 2,843 | $78.09 |
| Q2 2015 | +1,554 | Add 54.66% | 4,397 | $77.78 |
| Q3 2015 | -1,595 | Reduce 36.27% | 2,802 | $74.23 |
| Q4 2015 | +6,136 | Add 218.99% | 8,938 | $69.59 |
| Q1 2016 | -4,836 | Reduce 54.11% | 4,102 | $61.43 |
| Q2 2016 | -133 | Reduce 3.24% | 3,969 | $60.72 |
| Q3 2016 | +1,299 | Add 32.73% | 5,268 | $63.97 |
| Q4 2016 | -712 | Reduce 13.52% | 4,556 | $74.19 |
| Q1 2017 | -1,651 | Reduce 36.24% | 2,905 | $79.17 |
| Q2 2017 | -2,905 | Sold Out | 2,905 | $0.00 |
| Q4 2017 | +12,109 | New Buy | 12,109 | $99.35 |
| Q1 2018 | +45,169 | Add 373.02% | 57,278 | $93.28 |
| Q2 2018 | -36,675 | Reduce 64.03% | 20,603 | $98.00 |
| Q3 2018 | +10,984 | Add 53.31% | 31,587 | $106.50 |
| Q4 2018 | -3,138 | Reduce 9.93% | 28,449 | $95.33 |
| Q1 2019 | +4,617 | Add 16.23% | 33,066 | $109.30 |
| Q2 2019 | +119,813 | Add 362.35% | 152,879 | $123.44 |
| Q3 2019 | -78,010 | Reduce 51.03% | 74,869 | $118.29 |
| Q4 2019 | +25,448 | Add 33.99% | 100,317 | $124.49 |
| Q1 2020 | -36,990 | Reduce 36.87% | 63,327 | $85.60 |
| Q2 2020 | -51,524 | Reduce 81.36% | 11,803 | $95.23 |
| Q3 2020 | -2,605 | Reduce 22.07% | 9,198 | $100.24 |
| Q4 2020 | -5,812 | Reduce 63.19% | 3,386 | $120.79 |
| Q1 2021 | -1,937 | Reduce 57.21% | 1,449 | $141.48 |
| Q2 2021 | +2,160 | Add 149.07% | 3,609 | $165.14 |
| Q3 2021 | +8,316 | Add 230.42% | 11,925 | $167.55 |
| Q4 2021 | +3,383 | Add 28.37% | 15,308 | $163.57 |
| Q1 2022 | +782 | Add 5.11% | 16,090 | $187.01 |
| Q2 2022 | -6,460 | Reduce 40.15% | 9,630 | $138.63 |
| Q3 2022 | -2,589 | Reduce 26.88% | 7,041 | $134.92 |
| Q4 2022 | -3,063 | Reduce 43.50% | 3,978 | $147.75 |
| Q1 2023 | +4,531 | Add 113.90% | 8,509 | $164.95 |
| Q2 2023 | -826 | Reduce 9.71% | 7,683 | $174.20 |
| Q3 2023 | -361 | Reduce 4.70% | 7,322 | $149.19 |
| Q4 2023 | -392 | Reduce 5.35% | 6,930 | $187.34 |
| Q1 2024 | +4,369 | Add 63.04% | 11,299 | $227.69 |
| Q2 2024 | +666 | Add 5.89% | 11,965 | $231.55 |
| Q3 2024 | +2,236 | Add 18.69% | 14,201 | $271.20 |
| Q4 2024 | +320 | Add 2.25% | 14,521 | $296.79 |
| Q1 2025 | +1,091 | Add 7.51% | 15,612 | $269.05 |
| Q2 2025 | +1,342 | Add 8.60% | 16,954 | $318.98 |
| Q3 2025 | +4,537 | Add 26.76% | 21,491 | $332.16 |
Joel Greenblatt's American Express Company Investment FAQs
Joel Greenblatt first purchased American Express Company (AXP) in Q1 2015, acquiring 2,843 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held American Express Company (AXP) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to American Express Company (AXP) was in Q2 2019, adding 152,879 shares worth $18.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,491 shares of American Express Company (AXP), valued at approximately $7.14 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 0.03% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in American Express Company (AXP) was 152,879 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.