SEC 13F Intelligence

Theleme Partners LLP / AXP

Theleme Partners LLP’s American Express Co Position

Does Theleme Partners LLP own American Express Co (AXP)? Not currently — the last reported position was 917.0K shares worth $111M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$111M
Q4 2020
Shares
917.0K
% of Portfolio
+3.64%
Quarters Held
5
position exited

Position History AXP

Reported value by quarter
Q1 ’19: $114MQ1 ’19Q2 ’19: $112MQ2 ’19Q3 ’19: $138MQ3 ’19Q4 ’19: $146MQ4 ’19Q4 ’20: $111MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2020917.0K$111M+3.64%
Q4 20191.17M$146M+8.20%
Q3 20191.17M$138M+6.40%
Q2 2019909.0K$112M+5.44%
Q1 20191.04M$114M+6.82%

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