LatticeworkTHE EVIDENCE DESK
← Discover companies

Investigate / reported ownership

AXP

American Express CO

16 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

Explore company research →Revisit Saved →

Who reports owning AXP?

Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.

Sort↑
Showing 5 of 16

Go beyond ownership.

American Express offers credit and charge cards with complementary travel, dining, lifestyle and expense-management products and services. It also offers banking, payment and financing products, including deposits and non-card lending. Merchant services include acquisition, processing, settlement and fraud prevention.

Question to investigate: Does the integrated payments platform keep producing differentiated value if economic conditions weaken?

Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.

Understand the business and investment case →
Filing dates and original SEC sources

A material reported change · Q2 2026

Joel Greenblatt reduced reported AXP shares by 22.6%.

Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 0.1% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

Read the SEC filing ↗See the change in context →

Reported position changes

Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

Compare the reported increases and reductions →

  1. Q2 2026

    filed Sep 2, 2026

    64d lag

    TRIM-22.6%

    Joel Greenblatt · 0.1% of reported portfolio

    Original SEC filing ↗

    -8.0% vs SPY

    21 sessions after disclosure

    direction supported so far

  2. Q2 2026

    filed Aug 26, 2026

    57d lag

    NEWNEW

    Francois Rochon · 0.5% of reported portfolio

    Original SEC filing ↗

    -9.4% vs SPY

    26 sessions after disclosure

    direction not supported so far

  3. Q2 2026

    filed Aug 24, 2026

    55d lag

    ADD+102.1%

    First Eagle Investment Management · 0.9% of reported portfolio

    Original SEC filing ↗

    -10.6% vs SPY

    28 sessions after disclosure

    direction not supported so far

  4. Q1 2026

    filed May 15, 2026

    45d lag

    ADD+23.9%

    Joel Greenblatt · 0.1% of reported portfolio

    Original SEC filing ↗

    +3.1% vs SPY

    63 sessions after disclosure

    direction supported so far

  5. Q1 2026

    filed May 1, 2026

    31d lag

    TRIM-91.9%

    Torray Funds · 1.3% of reported portfolio

    Original SEC filing ↗

    +2.5% vs SPY

    63 sessions after disclosure

    direction not supported so far

  6. Q4 2025

    filed Feb 17, 2026

    48d lag

    ADD+62.3%

    Joel Greenblatt · 0.1% of reported portfolio

    Original SEC filing ↗

    -17.5% vs SPY

    63 sessions after disclosure

    direction not supported so far

Open the full position history →

Keep your next step small.

Save the company and inspect its evidence. Recording a private view is optional and requires a separate, explicit save.

Record my own view →
Optional email follow

Latticework Follow

Follow AXP

Email me only when a reviewed weekly edition contains a material new decision about AXP: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.

Confirm by email. Manage or stop follows in one click. See our privacy notice.

Long US 13F disclosures omit shorts and can be amended. CUSIP 025816109. No current price, valuation or manager motive is inferred.