SEC 13F Intelligence

Schroder Investment Management Group / AXP

Schroder Investment Management Group’s American Express Co Position

Does Schroder Investment Management Group own American Express Co (AXP)? Yes — 1.57M shares worth $474M (+0.39% of its 13F portfolio) as of Q1 2026, down from 1.81M shares the prior filed quarter.

Position Value
$474M
Q1 2026
Shares
1.57M
% of Portfolio
+0.39%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $49MQ2 ’19: $42MQ3 ’19: $22MQ4 ’19: $6MQ4 ’19Q1 ’20: $3MQ2 ’20: $23MQ3 ’20: $64MQ4 ’20: $465MQ4 ’20Q1 ’21: $338MQ2 ’21: $419MQ3 ’21: $263MQ4 ’21: $231MQ4 ’21Q1 ’22: $243MQ2 ’22: $137MQ3 ’22: $139MQ4 ’22: $140MQ4 ’22Q1 ’23: $170MQ2 ’23: $196MQ3 ’23: $158MQ4 ’23: $194MQ4 ’23Q1 ’24: $274MQ2 ’24: $310MQ3 ’24: $355MQ4 ’24: $436MQ4 ’24Q1 ’25: $367MQ2 ’25: $538MQ3 ’25: $554MQ4 ’25: $677MQ4 ’25Q1 ’26: $474Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.57M$474M+0.39%
Q4 20251.81M$677M+0.51%
Q3 20251.67M$554M+0.43%
Q2 20251.69M$538M+0.45%
Q1 20251.38M$367M+0.37%
Q4 20241.47M$436M+0.42%
Q3 20241.31M$355M+0.36%
Q2 20241.34M$310M+0.34%
Q1 20241.20M$274M+0.32%
Q4 20231.03M$194M+0.25%
Q3 20231.06M$158M+0.23%
Q2 20231.13M$196M+0.28%
Q1 20231.03M$170M+0.25%
Q4 2022947.2K$140M+0.22%
Q3 20221.03M$139M+0.23%
Q2 2022986.7K$137M+0.21%
Q1 20221.28M$243M+0.32%
Q4 20211.41M$231M+0.30%
Q3 20211.57M$263M+0.40%
Q2 20212.54M$419M+0.53%
Q1 20212.39M$338M+0.44%
Q4 20203.84M$465M+0.33%
Q3 2020627.1K$64M+0.10%
Q2 2020236.7K$23M+0.04%
Q1 202040.0K$3M+0.01%
Q4 201947.5K$6M+0.01%
Q3 2019185.7K$22M+0.04%
Q2 2019337.2K$42M+0.08%
Q1 2019448.1K$49M+0.09%
Q4 2018103.7K$10M+0.02%

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