Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  American Express (AXP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 9.86 SEC
2001   Q1 922,316 9.86 Add 5.21% 0.49 $41.30 $38,091,000 SEC
2000   Q4 876,681 11.79 Reduce 0.69% 0.08 $54.94 $48,162,000 SEC
2000   Q3 882,731 11.15 Add 2.57% 0.28 $60.75 $53,625,000 SEC
2000   Q2 860,591 9.61 Add 126.97% 5.38 $52.12 $44,858,000 SEC
1999   Q1 379,164 12.18 $117.75 $44,647,000 SEC