31
AXP
AMERICAN EXPRESS CO · Financials
Consensus score 31/100 · #17 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-4.9%
21-day momentum
-5.4%
recent volume
1.09×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-5.0%
30-wk MA slope
-0.8%
rel. strength
-10.2
52-wk range
17%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
12
tracked managers
New this Q
1
opened a position
Avg weight
2.3%
of their portfolios
Combined value
$51.83B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Berkshire Hathaway Quality compounder | 17.1% | $51.28B | HOLD |
| Smead Capital Concentrated | 4.1% | $192M | TRIM |
| Hosking Partners Concentrated | 2.4% | $71M | TRIM |
| Tweedy Browne Graham/global value | 1.6% | $21M | HOLD |
| Markel Group Concentrated | 1.3% | $166M | HOLD |
| Giverny Capital Quality compounder | 0.5% | $16M | NEW |
| Davis Advisors Concentrated | 0.3% | $71M | TRIM |
| Semper Augustus Concentrated | 0.1% | $1M | TRIM |
| Lindsell Train Concentrated | 0.1% | $3M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.0% | $2M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $442K | HOLD |
| Ruane Cunniff / Sequoia Quality compounder | 0.0% | $315K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.