Eric H. Schoenstein's Jensen Investment Management is back in American Express Company (AXP) in 2026 Q3, after 9.5 years out, according to the 13F-HR filed with the SEC on November 10, 2026. The filing lists 110K shares worth about $33.3M at September 30, 2026, 1.04% of the reported portfolio. AXP enters the book as the 27th largest of 85 stock positions.
What did the 2026 Q3 filing report for AXP?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Value | |
|---|---|
| Shares | 110K |
| Reported value | $33.3M |
| Portfolio weight | 1.04% |
| Rank in portfolio | 27th of 85 |
| Sold out in | 2017 Q1 |
| Out for | 9.5 years |
How big is the returning AXP position?
Eric H. Schoenstein opened 4 stock positions in 2026 Q3; AXP is the 2nd largest of them by weight. An average stock position in the Eric H. Schoenstein portfolio is 1% of the reported value, so the new name starts at about the fund's typical size.
Where does AXP sit in the Eric H. Schoenstein portfolio?
AXP ranks 27th of 85 stock positions in the Eric H. Schoenstein portfolio at 1.04%, about the fund's average stock position of 1%. The AXP purchase was the 15th largest of the quarter's 77 position changes by percent change to portfolio. The largest stock position is MSFT at 8.36%. Next come GOOGL at 7.02% and AMZN at 6.67%. The three largest stocks together are 22.05% of the book. Across the 2026 Q3 portfolio, Eric H. Schoenstein reported 85 stock positions, with 4 opened and 2 closed. The total portfolio value is about $3.19B, down 23% from the prior quarter.
When did Eric H. Schoenstein hold AXP before?
Eric H. Schoenstein held AXP before. The fund first reported the name in the quarter ended March 31, 2016, sold out twice, most recently in 2017 Q1, and is back after 9.5 years out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Eric H. Schoenstein AXP trade history page.
Did other funds buy or sell AXP in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 10, 2026, 3 hold AXP. The largest sellers were Tweedy, Browne Co All Funds (US) and Lindsell Train. Every tracked holder of AXP is on the AXP ownership page.
FAQ
How many AXP shares does Eric H. Schoenstein hold?
Eric H. Schoenstein holds 110K shares of AXP as of September 30, 2026, worth about $33.3M.
What is AXP's weight in the Eric H. Schoenstein portfolio?
AXP is 1.04% of the Eric H. Schoenstein portfolio and ranks 27th of 85 stocks by weight.
Has Eric H. Schoenstein owned AXP before?
Yes. Eric H. Schoenstein held AXP before. The fund first reported the name in the quarter ended March 31, 2016, sold out twice, most recently in 2017 Q1, and is back after 9.5 years out.
How many other tracked funds hold AXP?
3 other tracked funds that had filed for 2026 Q3 hold AXP.