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MARTINGALE ASSET MANAGEMENT L P

Position in AXP — American Express Co

CIK 936944 BOSTON, MA

Position in AXP

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$26,826,346
-$7,643,745 QoQ
Shares Held
88,688
-4.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority Sole 71.95787479704131.ToString("F0")% Shared 0.ToString("F0")% None 28.042125202958683.ToString("F0")%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $129,206,654 across 14 Credit Services names. AXP ranks #3 (20.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AXP
American Express Co
This page
88,688 $26,826,346

All Filings in AXP

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $26,826,346 88,688
2025-12-31 $34,470,091 93,175
2025-09-30 $33,696,967 101,448
2025-06-30 $38,752,242 121,488
2025-03-31 $32,962,929 122,516
2024-12-31 $39,679,338 133,695
2024-09-30 $41,084,901 151,493
2024-06-30 $41,145,971 177,698
2024-03-31 $43,847,401 192,575
2023-12-31 $38,658,171 206,353
2023-09-30 $28,290,153 189,625
2023-06-30 $28,794,563 165,296
2023-03-31 $27,683,228 167,828
2022-12-31 $6,022,142 40,759
2022-09-30 $2,873,717 21,301
2022-06-30 $1,012,203 7,302
2020-06-30 $1,332,895 14,001
2020-03-31 $31,920,543 372,860