Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
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 233,126 0.32 Reduce 3.55% 0.01 $302.48 $70,516,043 SEC
2025   Q4 241,700 0.40 Reduce 2.52% 0.01 $369.95 $89,416,822 SEC
2025   Q3 247,940 0.43 Reduce 8.34% 0.04 $332.16 $82,355,848 SEC
2025   Q2 270,500 0.46 Reduce 0.34% <0.01 $318.98 $86,284,092 SEC
2025   Q1 271,435 0.42 Reduce 1.11% <0.01 $269.05 $73,029,574 SEC
2024   Q4 274,490 0.47 Reduce 4.54% 0.02 $296.79 $81,465,934 SEC
2024   Q3 287,548 0.44 Reduce 20.96% 0.10 $271.20 $77,983,125 SEC
2024   Q2 363,803 0.49 Reduce 52.53% 0.51 $231.55 $84,238,536 SEC
2024   Q1 766,345 0.98 Reduce 15.18% 0.15 $227.69 $174,489,169 SEC
2023   Q4 903,491 0.96 Reduce 3.09% 0.03 $187.34 $169,261,408 SEC
2023   Q3 932,300 0.87 Reduce 1.87% 0.02 $149.19 $139,090,543 SEC
2023   Q2 950,068 1.01 Reduce 1.47% 0.02 $174.20 $165,502,268 SEC
2023   Q1 964,224 1.05 Reduce 2.50% 0.02 $164.95 $159,048,645 SEC
2022   Q4 988,952 0.99 Reduce 8.33% 0.09 $147.75 $146,117,692 SEC
2022   Q3 1,078,803 1.03 Reduce 0.95% <0.01 $134.91 $145,541,000 SEC
2022   Q2 1,089,117 0.97 Reduce 33.63% 0.52 $138.62 $150,973,000 SEC
2022   Q1 1,640,907 1.55 Reduce 38.83% 0.79 $187.00 $306,850,000 SEC
2021   Q4 2,682,510 2.04 Reduce 34.56% 1.10 $163.60 $438,859,000 SEC
2021   Q3 4,099,289 3.18 Reduce 16.64% 0.58 $167.53 $686,754,000 SEC
2021   Q2 4,917,390 3.47 Reduce 0.77% 0.03 $165.23 $812,500,000 SEC
2021   Q1 4,955,587 3.28 Reduce 2.68% 0.09 $141.44 $700,918,000 SEC
2020   Q4 5,091,902 3.21 Reduce 3.84% 0.12 $120.91 $615,662,000 SEC
2020   Q3 5,295,006 3.17 Reduce 3.55% 0.11 $100.25 $530,824,000 SEC
2020   Q2 5,489,626 3.19 Add 1.73% 0.05 $95.20 $522,612,000 SEC
2020   Q1 5,396,526 3.29 Reduce 2.93% 0.10 $85.61 $461,997,000 SEC
2019   Q4 5,559,654 3.52 Reduce 5.08% 0.19 $124.49 $692,121,000 SEC
2019   Q3 5,856,906 3.71 Reduce 4.43% 0.18 $118.28 $692,755,000 SEC
2019   Q2 6,128,392 3.96 Reduce 2.91% 0.10 $123.44 $756,489,000 SEC
2019   Q1 6,311,785 3.57 Reduce 3.15% 0.11 $109.30 $689,878,000 SEC
2018   Q4 6,516,995 3.59 Reduce 3.58% 0.11 $95.26 $620,781,000 SEC
2018   Q3 6,759,180 3.18 Reduce 6.96% 0.22 $106.49 $719,785,000 SEC
2018   Q2 7,264,740 3.11 Reduce 3.70% 0.12 $98.00 $711,945,000 SEC
2018   Q1 7,543,585 3.12 Reduce 3.15% 0.10 $93.28 $703,666,000 SEC
2017   Q4 7,788,769 3.33 Reduce 28.57% 1.21 $99.31 $773,503,000 SEC
2017   Q3 10,904,535 4.24 Reduce 3.48% 0.15 $90.44 $986,229,000 SEC
2017   Q2 11,297,163 4.20 Reduce 4.51% 0.18 $84.24 $951,673,000 SEC
2017   Q1 11,830,707 4.07 Reduce 1.94% 0.08 $79.11 $935,927,000 SEC
2016   Q4 12,064,358 3.95 Reduce 6.11% 0.22 $74.08 $893,728,000 SEC
2016   Q3 12,849,137 3.64 Reduce 5.46% 0.21 $64.04 $822,859,000 SEC
2016   Q2 13,591,870 3.76 Reduce 4.06% 0.16 $60.76 $825,842,000 SEC
2016   Q1 14,167,186 3.99 Reduce 7.31% 0.34 $61.40 $869,865,000 SEC
2015   Q4 15,284,520 4.63 Reduce 12.76% 0.72 $69.55 $1,063,038,000 SEC
2015   Q3 17,519,908 5.63 Reduce 15.14% 0.89 $74.13 $1,298,751,000 SEC
2015   Q2 20,645,014 5.88 Reduce 0.94% 0.05 $77.72 $1,604,530,000 SEC
2015   Q1 20,841,207 5.80 Reduce 6.29% 0.44 $78.12 $1,628,115,000 SEC
2014   Q4 22,239,723 7.00 Reduce 9.35% 0.65 $93.04 $2,069,183,000 SEC
2014   Q3 24,533,544 6.99 Reduce 4.23% 0.32 $87.54 $2,147,720,000 SEC
2014   Q2 25,616,662 7.54 Reduce 8.30% 0.60 $94.87 $2,430,260,000 SEC
2014   Q1 27,936,377 7.20 Reduce 21.90% 1.78 $90.03 $2,515,112,000 SEC
2013   Q4 35,767,841 8.11 Reduce 3.63% 0.27 $90.73 $3,245,216,000 SEC
2013   Q3 37,113,556 7.44 Reduce 1.76% 0.13 $75.52 $2,802,816,000 SEC
2013   Q2 37,779,862 7.32 Reduce 24.87% 1.67 $74.76 $2,824,423,000 SEC
2012   Q2 50,286,248 6.70 Reduce 8.39% 0.63 $58.21 $2,927,163,000 SEC
2012   Q1 54,892,654 7.46 Reduce 4.34% 0.29 $57.86 $3,176,089,000 SEC
2011   Q4 57,380,367 6.61 Reduce 3.60% 0.27 $47.17 $2,706,632,000 SEC
2011   Q3 59,520,695 7.61 Reduce 2.89% 0.20 $44.90 $2,672,479,000 SEC
2011   Q2 61,295,059 6.78 Reduce 3.50% 0.21 $51.70 $3,168,955,000 SEC
2011   Q1 63,517,315 5.90 Reduce 4.08% 0.24 $45.20 $2,870,983,000 SEC
2010   Q4 66,218,899 5.86 Reduce 3.34% 0.11 $42.92 $2,842,116,000 SEC
2010   Q3 68,507,149 3.35 Reduce 0.96% 0.05 $12.84 $879,355,000 SEC
2010   Q2 69,169,856 5.43 Add 5.02% 0.26 $39.70 $2,746,043,000 SEC
2010   Q1 65,864,093 8.38 Reduce 9.14% 0.67 $4,471,659,108.43 $294,521,771,381,906,000 SEC
2009   Q4 72,486,265 7.29 Reduce 0.70% 0.04 $40.52 $2,937,143,000 SEC
2009   Q3 72,994,262 6.35 Add 1.65% 0.10 $33.90 $2,474,505,000 SEC
2009   Q2 71,810,987 4.20 Reduce 8.12% 0.30 $23.24 $1,668,887,000 SEC
2009   Q1 78,154,785 3.70 Reduce 5.06% 0.21 $13.54 $1,058,150,000 SEC
2008   Q4 82,324,177 4.20 Reduce 0.91% 0.05 $18.49 $1,522,218,000 SEC
2008   Q3 83,080,521 5.76 Add 0.72% 0.04 $35.43 $2,943,543,000 SEC
2008   Q2 82,487,737 5.52 Add 1.19% 0.06 $37.67 $3,107,313,000 SEC
2008   Q1 81,520,791 6.24 Add 2.64% 0.16 $43.72 $3,564,089,000 SEC
2007   Q4 79,424,177 6.07 Reduce 1.08% 0.08 $52.02 $4,131,646,000 SEC
2007   Q3 80,288,250 7.26 Reduce 0.58% 0.04 $51.70 $4,150,622,000 SEC
2007   Q2 80,758,468 7.70 Add 0.46% 0.04 $61.18 $4,940,803,000 SEC
2007   Q1 80,388,933 7.39 Add 4.86% 0.34 $56.40 $4,533,946,000 SEC
2006   Q4 76,659,766 7.45 Reduce 0.05% <0.01 $60.67 $4,650,948,000 SEC
2006   Q3 76,698,992 7.90 Add 1.27% 0.10 $56.08 $4,301,279,000 SEC
2006   Q2 75,738,939 7.57 Add 0.20% 0.02 $53.22 $4,030,826,000 SEC
2006   Q1 75,586,634 8.01 Add 0.20% 0.02 $52.55 $3,972,078,000 SEC
2005   Q4 75,435,585 8.17 Add 9.95% 0.74 $51.45 $3,881,256,000 SEC
2005   Q3 68,612,103 8.76 Buy 8.76 $57.44 $3,941,079,000 SEC
2003   Q4 0 0.00 Sell 100.00% 5.94 SEC
2003   Q3 65,854,170 5.94 Buy 5.94 $45.34 $2,985,808,000 SEC
2003   Q2 0 0.00 Sell 100.00% 10.16 SEC
2003   Q1 66,778,128 10.16 Add 2.19% 0.22 $51.59 $3,444,884,000 SEC
2002   Q4 65,344,708 2.15 Add 0.68% 0.01 $35.35 $2,309,939,000 SEC
2002   Q3 64,901,980 1.65 Reduce 0.97% 0.45 $31.18 $2,023,575,000 SEC
2002   Q2 65,535,726 46.40 Reduce 1.42% 0.03 $3,632,001,658.69 $238,025,865,535,726,000 SEC
2002   Q1 66,482,719 1.88 Reduce 2.76% 0.05 $40.90 $2,719,104,000 SEC
2001   Q4 68,371,934 1.87 Add 8.74% 0.15 $35.69 $2,440,194,000 SEC
2001   Q3 62,876,635 0.65 Add 9.63% 0.06 $29.34 $1,844,565,000 SEC
2001   Q2 57,352,611 13.47 Add 7.36% 0.92 $388,075,746.94 $22,257,157,352,611,000 SEC
2001   Q1 53,418,422 8.10 Add 53.64% 2.83 $143.27 $7,653,376,000 SEC
2000   Q4 34,769,586 12.08 Add 3.58% 0.42 $5,492,387,363.19 $190,968,034,769,586,000 SEC
2000   Q3 33,568,028 3.38 Reduce 0.19% 0.01 $60.77 $2,039,963,000 SEC
2000   Q2 33,631,932 5.41 Add 205.43% 3.64 $52.28 $1,758,225,000 SEC
2000   Q1 11,011,308 1.66 Add 1.43% 0.02 $148.94 $1,639,997,000 SEC
1999   Q4 10,855,985 3.50 Add 1.10% 0.04 $166.25 $1,804,808,000 SEC
1999   Q3 10,737,867 3.16 Add 0.46% 0.01 $135.00 $1,449,612,000 SEC
1999   Q2 10,689,209 10.42 Add 1.03% 0.11 $130.12 $1,390,933,000 SEC
1999   Q1 10,580,406 2.14 $118.57 $1,254,474,000 SEC