Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  American Express (AXP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.01 SEC
2022   Q1 3,600 0.01 Add 2.86% <0.01 $186.94 $673,000 SEC
2021   Q4 3,500 0.01 Buy 0.01 $163.71 $573,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 SEC
2020   Q1 2,125 <0.01 Reduce 67.90% <0.01 $85.65 $182,000 SEC
2019   Q4 6,620 0.01 Add 16.14% <0.01 $124.47 $824,000 SEC
2019   Q3 5,700 0.01 $118.25 $674,000 SEC
2019   Q2 5,700 0.01 $123.51 $704,000 SEC
2019   Q1 5,700 0.01 $109.30 $623,000 SEC
2018   Q4 5,700 0.01 Reduce 99.64% 1.22 $95.26 $543,000 SEC
2018   Q3 1,583,145 1.22 Reduce 26.80% 0.41 $106.49 $168,589,000 SEC
2018   Q2 2,162,723 1.52 Reduce 0.88% 0.01 $98.00 $211,947,000 SEC
2018   Q1 2,181,960 1.60 Reduce 17.10% 0.35 $93.28 $203,533,000 SEC
2017   Q4 2,632,167 2.04 Reduce 21.33% 0.52 $99.31 $261,401,000 SEC
2017   Q3 3,345,940 2.42 Reduce 1.52% 0.03 $90.46 $302,674,000 SEC
2017   Q2 3,397,590 2.26 Add 1.58% 0.04 $84.24 $286,213,000 SEC
2017   Q1 3,344,880 2.23 Reduce 41.84% 1.49 $79.11 $264,613,000 SEC
2016   Q4 5,751,094 3.57 Reduce 2.26% 0.07 $74.08 $426,041,000 SEC
2016   Q3 5,884,304 3.27 Reduce 2.62% 0.08 $64.04 $376,831,000 SEC
2016   Q2 6,042,364 3.23 Add 6.76% 0.20 $60.76 $367,134,000 SEC
2016   Q1 5,660,028 3.28 Add 87.96% 1.54 $61.40 $347,526,000 SEC
2015   Q4 3,011,290 1.94 Add 272.08% 1.42 $69.55 $209,435,000 SEC
2015   Q3 809,310 0.53 Buy 0.53 $74.13 $59,994,000 SEC