24
AXP
AMERICAN EXPRESS CO · Financials
Consensus score 24/100 · #19 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+8.0%
21-day momentum
+10.1%
recent volume
1.05×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+4.6%
30-wk MA slope
-0.8%
rel. strength
-14.7
52-wk range
63%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
11
tracked managers
New this Q
0
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$46.35B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Berkshire Hathaway Quality compounder | 17.4% | $45.86B | HOLD |
| Smead Capital Concentrated | 4.0% | $182M | TRIM |
| Hosking Partners Concentrated | 2.3% | $66M | TRIM |
| Tweedy Browne Graham/global value | 1.5% | $19M | TRIM |
| Markel Group Concentrated | 1.2% | $148M | HOLD |
| Davis Advisors Concentrated | 0.3% | $71M | TRIM |
| Semper Augustus Concentrated | 0.1% | $1M | HOLD |
| Lindsell Train Concentrated | 0.1% | $3M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.0% | $2M | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 0.0% | $282K | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $395K | ADD |
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.