AXP
American Express CO
14 super-investors hold AXP worth a combined $46.92B. The largest position: Warren Buffett at 17.4% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Cohort Conviction Score: 52 — ranked #35 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own AXP
Warren Buffett defines this story almost entirely: his $45.9B position represents 17.4% of his portfolio and accounts for roughly 98% of the cohort's combined $46.9B exposure, making AXP one of Berkshire's largest and longest-held equity stakes. The remaining 13 owners are modest by comparison — Tweedy Browne, Thomas Gayner, and First Eagle each hold well under 2% portfolio weights. Activity in 2026Q1 was muted and slightly negative: Thomas Russo trimmed and Kahn Brothers Group exited entirely, while no manager added or initiated. The owner count has been stable at four to five names for eight consecutive quarters, with no new entrants this period, suggesting interest in the name outside Berkshire is neither growing nor collapsing — just quietly fading at the margins.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (14) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 17.4% | 40q | $45.86B | 151,610,700 |
| 2 | First Eagle Investment Management | 0.7% | 40q | $503M | 1,662,628 |
| 3 | Thomas Gayner | 1.2% | 40q | $148M | 490,450 |
| 4 | Joel Greenblatt | 0.1% | 40q | $122M | 403,396 |
| 5 | Dodge & Cox Funds | <0.1% | 40q | $84M | 277,490 |
| 6 | Christopher Davis | 0.3% | 40q | $71M | 233,126 |
| 7 | Bill Nygren | 0.1% | 25q | $62M | 203,706 |
| 8 | Mairs & Power Funds | 0.5% | 40q | $45M | 148,821 |
| 9 | Tweedy Browne | 1.5% | 38q | $19M | 62,985 |
| 10 | Lindsell Train | 0.1% | 24q | $3M | 9,000 |
| 11 | Thomas Russo | <0.1% | 40q | $2M | 6,485 |
| 12 | Christopher Bloomstran | 0.1% | 40q | $1M | 3,436 |
| 13 | David Katz | 0.1% | 40q | $906K | 2,996 |
| 14 | Torray Funds | 0.1% | 40q | $594K | 1,965 |
- 1Warren Buffettport17.4%val$45.86B151,610,700 sh·40q held
- 2First Eagle Investment Managementport0.7%val$503M1,662,628 sh·40q held
- 3Thomas Gaynerport1.2%val$148M490,450 sh·40q held
- 4Joel Greenblattport0.1%val$122M403,396 sh·40q held
- 5Dodge & Cox Fundsport<0.1%val$84M277,490 sh·40q held
- 6Christopher Davisport0.3%val$71M233,126 sh·40q held
- 7Bill Nygrenport0.1%val$62M203,706 sh·25q held
- 8Mairs & Power Fundsport0.5%val$45M148,821 sh·40q held
- 9Tweedy Browneport1.5%val$19M62,985 sh·38q held
- 10Lindsell Trainport0.1%val$3M9,000 sh·24q held
- 11Thomas Russoport<0.1%val$2M6,485 sh·40q held
- 12Christopher Bloomstranport0.1%val$1M3,436 sh·40q held
- 13David Katzport0.1%val$906K2,996 sh·40q held
- 14Torray Fundsport0.1%val$594K1,965 sh·40q held
Owners of AXP also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | TRIM | <0.1% | -47% | $2M | May 13, 2026 |
| Kahn Brothers Group | EXIT | <0.1% | -100% | $0 | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 025816109. Not investment advice.