John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  American Express (AXP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 1.89 SEC
2020   Q1 1,981,715 1.89 Reduce 39.35% 1.20 $85.61 $169,655,000 SEC
2019   Q4 3,267,224 3.06 Reduce 7.54% 0.24 $124.49 $406,737,000 SEC
2019   Q3 3,533,540 3.17 Reduce 56.17% 4.38 $118.28 $417,947,000 SEC
2019   Q2 8,061,016 7.80 Reduce 13.96% 1.06 $123.44 $995,052,000 SEC
2019   Q1 9,368,737 7.61 Add 18.35% 1.18 $109.30 $1,024,003,000 SEC
2018   Q4 7,915,847 6.59 Buy 6.59 $95.32 $754,539,000 SEC
2014   Q2 0 0.00 Sell 100.00% 7.70 SEC
2014   Q1 5,515,424 7.70 Reduce 16.42% 1.48 $90.03 $496,554,000 SEC
2013   Q4 6,599,196 9.03 Reduce 2.69% 0.25 $90.73 $598,745,000 SEC
2013   Q3 6,781,447 9.36 $75.52 $512,135,000 SEC