Skip to content
FolioFact
FolioFact
Q2 2026 7/58 funds filed
Newest stored record
Sign in Sign up

Stock thesis

American Express Co.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

American Express operates a payments network and issues charge and credit cards for consumers and businesses.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

Observed evidence

6 tracked funds report AXP in their latest available 13F, representing $46.1B of combined reported value on this page.

  • 1 fund reports a new or increased share count in a comparable filing.
  • 2 funds report it at 5% or more of the portfolio.

Counter-evidence

What could change the view

1 tracked fund reports a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

  • 13F positions are delayed and exclude short positions and many non-US assets.
  • Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

13F holders

Rows are narrowed by movement, fund type, and position size.

6 holders
Fund Move Read Value Weight
Berkshire Hathaway largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing largest tracked reported position $45,859,204,536 17.43%
Markel Group position history Q2 2026 · filed Jul 31, 2026 · SEC filing latest reported holder $165,894,715 1.26%
Central Securities position history Q2 2026 · filed Aug 10, 2026 · SEC filing latest reported holder $47,355,000 3.53%
Aquamarine Capital position history Q2 2026 · filed Jul 10, 2026 · SEC filing reported weight at least 5% $21,986,000 15.26%
Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing NEW new reported position $3,244,400 0.02%
Ruane Cunniff position history Q1 2026 · filed May 15, 2026 · SEC filing latest reported holder $281,911 0%

SEC fundamentals

Financials

Companyfacts

SEC Forms 4/5

Insiders

Reported trades

Official-source analysis

Earnings

View earnings archive

No published earnings analysis yet

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

Options

IV30 · daily