Tweedy Browne's AXP Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 66.2K shares of American Express Company (AXP) worth $22 M, representing 1.91% 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, Tweedy Browne has maintained a long-term strategic position in AXP, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 130.5K shares. Largest reduction occurred in Q2 2022, reducing 146.1K shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by Tweedy Browne
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +293,592 | Add 0.00% | 293,591 | $74.76 |
| Q3 2013 | -569 | Reduce 0.19% | 293,022 | $75.52 |
| Q4 2013 | -1,944 | Reduce 0.66% | 291,078 | $90.73 |
| Q1 2014 | -550 | Reduce 0.19% | 290,528 | $90.03 |
| Q2 2014 | -782 | Reduce 0.27% | 289,746 | $94.87 |
| Q3 2014 | -7,518 | Reduce 2.59% | 282,228 | $87.54 |
| Q4 2014 | -10,134 | Reduce 3.59% | 272,094 | $93.04 |
| Q1 2015 | -3,889 | Reduce 1.43% | 268,205 | $78.12 |
| Q2 2015 | -699 | Reduce 0.26% | 267,506 | $77.72 |
| Q3 2015 | -2,764 | Reduce 1.03% | 264,742 | $74.13 |
| Q4 2015 | -696 | Reduce 0.26% | 264,046 | $69.55 |
| Q1 2016 | -3,736 | Reduce 1.41% | 260,310 | $61.40 |
| Q2 2016 | -3,474 | Reduce 1.33% | 256,836 | $60.76 |
| Q3 2016 | -24,738 | Reduce 9.63% | 232,098 | $64.04 |
| Q4 2016 | +130,510 | Add 56.23% | 362,608 | $74.08 |
| Q1 2017 | -4,446 | Reduce 1.23% | 358,162 | $79.11 |
| Q2 2017 | -5,565 | Reduce 1.55% | 352,597 | $84.24 |
| Q3 2017 | -2,166 | Reduce 0.61% | 350,431 | $90.46 |
| Q4 2017 | -38,435 | Reduce 10.97% | 311,996 | $99.31 |
| Q1 2018 | -9,155 | Reduce 2.93% | 302,841 | $93.28 |
| Q2 2018 | -3,461 | Reduce 1.14% | 299,380 | $98.00 |
| Q3 2018 | -3,682 | Reduce 1.23% | 295,698 | $106.49 |
| Q4 2018 | -6,384 | Reduce 2.16% | 289,314 | $95.32 |
| Q1 2019 | -3,245 | Reduce 1.12% | 286,069 | $109.30 |
| Q2 2019 | -3,301 | Reduce 1.15% | 282,768 | $123.44 |
| Q3 2019 | -3,995 | Reduce 1.41% | 278,773 | $118.28 |
| Q4 2019 | -916 | Reduce 0.33% | 277,857 | $124.49 |
| Q1 2020 | +23,262 | Add 8.37% | 301,119 | $85.61 |
| Q2 2020 | +5,701 | Add 1.89% | 306,820 | $95.20 |
| Q3 2020 | -4,196 | Reduce 1.37% | 302,624 | $100.25 |
| Q4 2020 | -6,828 | Reduce 2.26% | 295,796 | $120.91 |
| Q1 2021 | -3,960 | Reduce 1.34% | 291,836 | $141.44 |
| Q2 2021 | -19,481 | Reduce 6.68% | 272,355 | $165.23 |
| Q3 2021 | -2,316 | Reduce 0.85% | 270,039 | $167.53 |
| Q4 2021 | -270,039 | Sold Out | 270,039 | $0.00 |
| Q2 2022 | +123,989 | New Buy | 123,989 | $138.62 |
| Q3 2022 | -195 | Reduce 0.16% | 123,794 | $134.91 |
| Q4 2022 | -1,491 | Reduce 1.20% | 122,303 | $147.75 |
| Q1 2023 | -2,498 | Reduce 2.04% | 119,805 | $164.95 |
| Q2 2023 | -476 | Reduce 0.40% | 119,329 | $174.20 |
| Q3 2023 | -5,610 | Reduce 4.70% | 113,719 | $149.19 |
| Q4 2023 | -3,823 | Reduce 3.36% | 109,896 | $187.34 |
| Q1 2024 | -687 | Reduce 0.63% | 109,209 | $227.69 |
| Q2 2024 | -5,121 | Reduce 4.69% | 104,088 | $231.55 |
| Q3 2024 | -4,051 | Reduce 3.89% | 100,037 | $271.20 |
| Q4 2024 | -10,489 | Reduce 10.49% | 89,548 | $296.79 |
| Q1 2025 | -17,728 | Reduce 19.80% | 71,820 | $269.05 |
| Q2 2025 | -3,727 | Reduce 5.19% | 68,093 | $318.98 |
| Q3 2025 | -1,856 | Reduce 2.73% | 66,237 | $332.16 |
Tweedy Browne's American Express Company Investment FAQs
Tweedy Browne first purchased American Express Company (AXP) in Q2 2013, acquiring 293,591 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne 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.
Tweedy Browne's largest addition to American Express Company (AXP) was in Q2 2013, adding 293,591 shares worth $21.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 66,237 shares of American Express Company (AXP), valued at approximately $22 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 1.91% of Tweedy Browne'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.
Tweedy Browne's peak holding in American Express Company (AXP) was 362,608 shares, as reported at the end of Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.