John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  American Express (AXP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 277,490 0.05 Reduce 5.15% <0.01 $302.48 $83,935,175 SEC
2025   Q4 292,549 0.06 Reduce 15.32% <0.01 $369.95 $108,228,503 SEC
2025   Q3 345,492 0.06 Reduce 3.61% <0.01 $332.16 $114,758,623 SEC
2025   Q2 358,414 0.06 Reduce 4.21% <0.01 $318.98 $114,326,898 SEC
2025   Q1 374,172 0.06 Reduce 6.30% <0.01 $269.05 $100,670,977 SEC
2024   Q4 399,340 0.07 Reduce 2.76% <0.01 $296.79 $118,520,119 SEC
2024   Q3 410,665 0.06 Reduce 1.35% <0.01 $271.20 $111,372,348 SEC
2024   Q2 416,269 0.06 Reduce 2.88% <0.01 $231.55 $96,387,087 SEC
2024   Q1 428,616 0.06 Reduce 1.26% <0.01 $227.69 $97,591,577 SEC
2023   Q4 434,097 0.05 Reduce 2.16% <0.01 $187.34 $81,323,732 SEC
2023   Q3 443,674 0.04 Reduce 5.39% <0.01 $149.19 $66,191,724 SEC
2023   Q2 468,948 0.05 Reduce 8.97% <0.01 $174.20 $81,690,742 SEC
2023   Q1 515,146 0.06 Reduce 87.93% 0.38 $164.95 $84,973,333 SEC
2022   Q4 4,267,811 0.43 Reduce 28.15% 0.17 $147.75 $630,569,075 SEC
2022   Q3 5,939,589 0.61 Reduce 8.94% 0.06 $134.91 $801,310,000 SEC
2022   Q2 6,522,984 0.63 Reduce 22.70% 0.22 $138.62 $904,216,000 SEC
2022   Q1 8,438,773 0.96 Reduce 2.98% 0.03 $187.00 $1,578,051,000 SEC
2021   Q4 8,697,741 0.88 Reduce 28.70% 0.38 $163.60 $1,422,950,000 SEC
2021   Q3 12,198,313 1.34 Reduce 3.67% 0.05 $167.53 $2,043,583,000 SEC
2021   Q2 12,662,934 1.37 Reduce 7.36% 0.10 $165.23 $2,092,297,000 SEC
2021   Q1 13,668,764 1.39 Reduce 4.72% 0.07 $141.44 $1,933,310,000 SEC
2020   Q4 14,345,665 1.38 Reduce 12.27% 0.18 $120.91 $1,734,534,000 SEC
2020   Q3 16,352,645 1.50 Reduce 0.97% 0.01 $100.25 $1,639,353,000 SEC
2020   Q2 16,513,001 1.45 Add 22.79% 0.27 $95.20 $1,572,038,000 SEC
2020   Q1 13,448,063 1.25 Reduce 4.92% 0.07 $85.61 $1,151,289,000 SEC
2019   Q4 14,143,501 1.35 Reduce 2.72% 0.04 $124.49 $1,760,724,000 SEC
2019   Q3 14,539,398 1.42 Reduce 24.20% 0.46 $118.28 $1,719,720,000 SEC
2019   Q2 19,181,129 1.92 Reduce 18.64% 0.40 $123.44 $2,367,719,000 SEC
2019   Q1 23,576,924 2.12 Reduce 8.78% 0.20 $109.30 $2,576,958,000 SEC
2018   Q4 25,846,978 2.27 Reduce 0.79% 0.02 $95.32 $2,463,734,000 SEC
2018   Q3 26,052,633 2.13 Reduce 0.42% <0.01 $106.49 $2,774,345,000 SEC
2018   Q2 26,162,537 2.09 Reduce 0.13% <0.01 $98.00 $2,563,929,000 SEC
2018   Q1 26,197,062 2.02 Reduce 0.83% 0.02 $93.28 $2,443,662,000 SEC
2017   Q4 26,415,489 2.08 Reduce 1.72% 0.03 $99.31 $2,623,322,000 SEC
2017   Q3 26,876,964 2.01 Reduce 3.02% 0.06 $90.46 $2,431,290,000 SEC
2017   Q2 27,714,370 2.02 Reduce 1.17% 0.02 $84.24 $2,334,659,000 SEC
2017   Q1 28,042,105 1.93 Reduce 2.41% 0.05 $79.11 $2,218,411,000 SEC
2016   Q4 28,734,700 1.93 Reduce 1.66% 0.03 $74.08 $2,128,667,000 SEC
2016   Q3 29,219,762 1.79 Add 3.44% 0.06 $64.04 $1,871,234,000 SEC
2016   Q2 28,248,637 1.76 Add 7.16% 0.12 $60.76 $1,716,387,000 SEC
2016   Q1 26,360,258 1.64 Add 53.82% 0.57 $61.40 $1,618,520,000 SEC
2015   Q4 17,137,288 1.22 Add 256.86% 0.88 $69.55 $1,191,898,000 SEC
2015   Q3 4,802,206 0.37 Add 2,368.71% 0.36 $74.13 $355,988,000 SEC
2015   Q2 194,523 0.01 Reduce 3.69% <0.01 $77.72 $15,118,000 SEC
2015   Q1 201,973 0.02 Reduce 4.26% <0.01 $78.12 $15,778,000 SEC
2014   Q4 210,950 0.02 Reduce 3.30% <0.01 $93.04 $19,627,000 SEC
2014   Q3 218,138 0.02 Reduce 1.06% <0.01 $87.54 $19,096,000 SEC
2014   Q2 220,483 0.02 Reduce 0.78% <0.01 $94.87 $20,917,000 SEC
2014   Q1 222,225 0.02 Reduce 0.65% <0.01 $90.03 $20,007,000 SEC
2013   Q4 223,686 0.02 Reduce 0.82% <0.01 $90.73 $20,295,000 SEC
2013   Q3 225,530 0.02 Reduce 0.55% <0.01 $75.52 $17,032,000 SEC
2013   Q2 226,772 0.02 Buy 0.02 $74.76 $16,953,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.02 SEC
2012   Q4 229,153 0.02 Reduce 1.83% <0.01 $57.48 $13,172,000 SEC
2012   Q3 233,434 0.02 Buy 0.02 $56.86 $13,273,000 SEC
2011   Q4 0 0.00 Sell 100.00% 0.04 SEC
2011   Q3 244,114 0.04 Reduce 1.10% <0.01 $44.90 $10,961,000 SEC
2011   Q2 246,839 0.27 Reduce 2.31% <0.01 $51.70 $12,762,000 SEC
2011   Q1 252,664 0.01 Add 0.88% <0.01 $45.20 $11,420,000 SEC
2010   Q4 250,464 0.01 Reduce 3.07% <0.01 $42.92 $10,750,000 SEC
2010   Q3 258,385 0.01 Reduce 10.09% <0.01 $42.03 $10,860,000 SEC
2010   Q2 287,385 0.02 Reduce 1.17% <0.01 $39.70 $11,409,000 SEC
2010   Q1 290,785 0.01 Reduce 2.61% <0.01 $41.26 $11,998,000 SEC
2009   Q4 298,585 0.02 Reduce 13.24% <0.01 $40.52 $12,099,000 SEC
2009   Q3 344,150 0.02 Reduce 9.11% <0.01 $33.90 $11,667,000 SEC
2009   Q2 378,660 0.01 Reduce 2.88% <0.01 $23.24 $8,800,000 SEC
2009   Q1 389,901 0.01 Reduce 1.97% <0.01 $13.63 $5,314,000 SEC
2008   Q4 397,726 0.01 Reduce 2.55% <0.01 $18.55 $7,378,000 SEC
2008   Q3 408,126 0.02 Reduce 1.00% <0.01 $35.43 $14,460,000 SEC
2008   Q2 412,260 0.02 Reduce 4.02% <0.01 $37.67 $15,530,000 SEC
2008   Q1 429,505 0.05 Reduce 0.67% <0.01 $43.72 $18,778,000 SEC
2007   Q4 432,405 0.03 Reduce 1.73% <0.01 $52.02 $22,494,000 SEC
2007   Q3 440,005 0.03 Reduce 0.93% <0.01 $59.37 $26,123,000 SEC
2007   Q2 444,150 0.02 Reduce 5.51% <0.01 $61.18 $27,173,000 SEC
2007   Q1 470,056 0.02 Reduce 2.34% <0.01 $56.40 $26,511,000 SEC
2006   Q4 481,300 0.04 Reduce 1.27% <0.01 $60.67 $29,200,000 SEC
2006   Q3 487,467 0.03 Reduce 1.24% <0.01 $56.08 $27,337,000 SEC
2006   Q2 493,567 0.03 Reduce 2.36% <0.01 $53.22 $26,268,000 SEC
2006   Q1 505,517 0.03 Reduce 3.51% <0.01 $52.55 $26,565,000 SEC
2005   Q4 523,888 0.03 Reduce 5.34% <0.01 $51.46 $26,959,000 SEC
2005   Q3 553,442 0.04 Reduce 1.26% <0.01 $57.44 $31,790,000 SEC
2005   Q2 560,477 0.04 Reduce 2.41% <0.01 $53.23 $29,834,000 SEC
2005   Q1 574,327 0.04 Reduce 3.34% <0.01 $51.37 $29,503,000 SEC
2004   Q4 594,161 0.04 Reduce 4.45% <0.01 $56.37 $33,493,000 SEC
2004   Q3 621,819 0.05 Reduce 4.92% <0.01 $51.46 $31,999,000 SEC
2004   Q2 653,999 0.05 Add 3.09% <0.01 $51.38 $33,602,000 SEC
2004   Q1 634,374 0.50 Reduce 3.10% 0.02 $51.85 $32,892,000 SEC
2003   Q4 654,686 0.56 Reduce 4.50% 0.03 $48.23 $31,576,000 SEC
2003   Q3 685,519 0.57 Reduce 3.37% 0.02 $45.06 $30,889,000 SEC
2003   Q2 709,396 0.55 Reduce 0.21% <0.01 $41.81 $29,660,000 SEC
2003   Q1 710,861 0.38 Reduce 3.24% 0.01 $33.23 $23,622,000 SEC
2002   Q4 734,686 0.33 Reduce 6.49% <0.01 $35.35 $25,971,000 SEC
2002   Q3 785,662 0.09 Reduce 3.52% <0.01 $31.18 $24,497,000 SEC
2002   Q2 814,362 0.26 Reduce 1.30% <0.01 $36.32 $29,578,000 SEC
2002   Q1 825,062 0.26 Reduce 0.25% <0.01 $40.96 $33,795,000 SEC
2001   Q4 827,162 0.22 Reduce 1.06% <0.01 $35.69 $29,521,000 SEC
2001   Q3 836,040 0.20 Reduce 0.54% <0.01 $29.06 $24,295,000 SEC
2001   Q2 840,590 0.25 Add 0.89% <0.01 $38.80 $32,615,000 SEC
2001   Q1 833,190 0.28 Reduce 3.84% 0.01 $41.30 $34,411,000 SEC
2000   Q4 866,456 0.37 Reduce 3.20% 0.01 $54.94 $47,601,000 SEC
2000   Q3 895,126 0.44 Reduce 3.20% 0.01 $60.75 $54,379,000 SEC
2000   Q2 924,715 0.42 Add 163.38% 0.26 $52.12 $48,200,000 SEC
2000   Q1 351,093 0.43 Reduce 82.51% 1.91 $148.93 $52,290,000 SEC
1999   Q4 2,007,519 2.31 Reduce 23.26% 0.54 $166.25 $333,750,000 SEC
1999   Q3 2,616,136 2.34 Reduce 5.35% 0.12 $135.00 $353,178,000 SEC
1999   Q2 2,764,056 2.23 Reduce 13.74% 0.33 $130.12 $359,672,000 SEC
1999   Q1 3,204,502 2.37 $117.75 $377,330,000 SEC