SEC 13F Intelligence

Schwerin Boyle Capital Management Inc / AXP

Schwerin Boyle Capital Management Inc’s American Express Co Position

Does Schwerin Boyle Capital Management Inc own American Express Co (AXP)? Yes — 143.4K shares worth $43M (+5.50% of its 13F portfolio) as of Q1 2026, down from 159.3K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
143.4K
% of Portfolio
+5.50%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $44MQ4 ’18Q1 ’19: $50MQ2 ’19: $56MQ3 ’19: $52MQ4 ’19: $55MQ4 ’19Q1 ’20: $38MQ2 ’20: $40MQ3 ’20: $42MQ4 ’20: $50MQ4 ’20Q1 ’21: $58MQ2 ’21: $67MQ3 ’21: $64MQ4 ’21: $62MQ4 ’21Q1 ’22: $70MQ2 ’22: $52MQ3 ’22: $51MQ4 ’22: $55MQ4 ’22Q1 ’23: $57MQ2 ’23: $60MQ3 ’23: $39MQ4 ’23: $49MQ4 ’23Q1 ’24: $59MQ2 ’24: $48MQ3 ’24: $52MQ4 ’24: $57MQ4 ’24Q1 ’25: $49MQ2 ’25: $52MQ3 ’25: $54MQ4 ’25: $59MQ4 ’25Q1 ’26: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026143.4K$43M+5.50%
Q4 2025159.3K$59M+6.46%
Q3 2025161.3K$54M+5.85%
Q2 2025161.8K$52M+5.75%
Q1 2025182.7K$49M+5.07%
Q4 2024191.6K$57M+5.83%
Q3 2024192.8K$52M+5.48%
Q2 2024208.2K$48M+5.06%
Q1 2024259.8K$59M+5.88%
Q4 2023260.7K$49M+5.46%
Q3 2023261.4K$39M+4.58%
Q2 2023342.1K$60M+5.62%
Q1 2023344.6K$57M+5.84%
Q4 2022372.7K$55M+5.55%
Q3 2022375.9K$51M+5.52%
Q2 2022376.0K$52M+5.32%
Q1 2022376.8K$70M+5.87%
Q4 2021379.5K$62M+5.05%
Q3 2021381.1K$64M+5.37%
Q2 2021402.8K$67M+5.49%
Q1 2021407.4K$58M+5.12%
Q4 2020413.6K$50M+4.66%
Q3 2020417.3K$42M+4.80%
Q2 2020424.3K$40M+5.08%
Q1 2020438.7K$38M+5.24%
Q4 2019443.2K$55M+5.28%
Q3 2019442.8K$52M+5.40%
Q2 2019452.6K$56M+5.84%
Q1 2019457.7K$50M+5.49%
Q4 2018459.1K$44M+5.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwerin Boyle Capital Management Inc’s full portfolio or all institutional holders of AXP.