AXP
Moving with the market
- AXP +0.42% on the last session vs SPY −0.29%: +0.7 pts of stock-specific move.
- 1 Reddit mentions in the past 24 hours, 87% positive over the week.
- 7 analyst actions in the past 10 days (0 positive, 6 negative); latest: JP Morgan maintained Overweight, lowered target $400 → $360.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Monique Herena | Chief Colleague Exp. Off | Sell | unplanned | 8,811 | $337.41 | $3M | Aug 19 |
| Jun 15, 2026 | Glenda G McNeal | Chief Partner Officer | Sell | unplanned | 7,033 | $339.36 | $2.4M | Jun 17 |
| Mar 13, 2026 | Raymond Joabar | Grp. Pres. | Sell | unplanned | 40 | $306.42 | $12.3K | Mar 13 |
| Mar 6, 2026 | Quinn Jessica Lieberman | EVP | Sell | unplanned | 3,032 | $300.02 | $909.7K | Mar 10 |
| Feb 19, 2026 | Raymond Joabar | Grp. Pres. | Sell | unplanned | 14,000 | $340.67 | $4.8M | Feb 20 |
| Feb 12, 2026 | Howard Grosfield | Group Pres. | Sell | unplanned | 8,134 | $346.73 | $2.8M | Feb 13 |
| Feb 9, 2026 | Laureen Seeger | General Counsel | Sell | unplanned | 12,737 | $360.99 | $4.6M | Feb 10 |
| Feb 9, 2026 | Ravikumar Radhakrishnan | Chief Information Office | Sell | unplanned | 15,000 | $356.58 | $5.3M | Feb 10 |
| Feb 5, 2026 | Anna Marrs | Group Pres. | Sell | unplanned | 27,425 | $350.01 | $9.6M | Feb 6 |
| Feb 5, 2026 | Denise Pickett | Pres. | Sell | unplanned | 23,385 | $356.91 | $8.3M | Feb 6 |
| Feb 1, 2026 | Douglas E. Buckminster | Chair | Tax | tax withholding | 21,643 | $352.17 | $7.6M | Feb 3 |
| Feb 1, 2026 | Howard Grosfield | Group Pres. | Tax | tax withholding | 9,146 | $352.17 | $3.2M | Feb 3 |
| Feb 1, 2026 | Monique Herena | Chief Colleague Exp. Off | Tax | tax withholding | 9,989 | $352.17 | $3.5M | Feb 3 |
| Feb 1, 2026 | Raymond Joabar | Grp. Pres. | Tax | tax withholding | 13,045 | $352.17 | $4.6M | Feb 3 |
| Feb 1, 2026 | Caillec Christophe Le | CFO | Tax | tax withholding | 9,146 | $352.17 | $3.2M | Feb 3 |
| Feb 1, 2026 | Rafael Marquez | President | Tax | tax withholding | 8,122 | $352.17 | $2.9M | Feb 3 |
| Feb 1, 2026 | Anna Marrs | Group Pres. | Tax | tax withholding | 14,466 | $352.17 | $5.1M | Feb 3 |
| Feb 1, 2026 | Glenda G McNeal | Chief Partner Officer | Tax | tax withholding | 6,090 | $352.17 | $2.1M | Feb 3 |
| Feb 1, 2026 | Denise Pickett | Pres. | Tax | tax withholding | 10,287 | $352.17 | $3.6M | Feb 3 |
| Feb 1, 2026 | Quinn Jessica Lieberman | EVP | Tax | tax withholding | 2,843 | $352.17 | $1M | Feb 3 |
| Feb 1, 2026 | Ravikumar Radhakrishnan | Chief Information Office | Tax | tax withholding | 9,864 | $352.17 | $3.5M | Feb 3 |
| Feb 1, 2026 | Elizabeth Rutledge | Chief Marketing Officer | Tax | tax withholding | 4,602 | $352.17 | $1.6M | Feb 3 |
| Feb 1, 2026 | Laureen Seeger | General Counsel | Tax | tax withholding | 14,599 | $352.17 | $5.1M | Feb 3 |
| Feb 1, 2026 | Jennifer Skyler | Chief Corp. Affairs Offi | Tax | tax withholding | 5,097 | $352.17 | $1.8M | Feb 3 |
| Feb 1, 2026 | Stephen J Squeri | CEO | Tax | tax withholding | 62,466 | $352.17 | $22M | Feb 3 |
| Feb 1, 2026 | Douglas Tabish | Chief Risk Officer | Tax | tax withholding | 4,425 | $352.17 | $1.6M | Feb 3 |
| Dec 12, 2025 | Raymond Joabar | Grp. Pres. | Sell | unplanned | 1,400 | $384.93 | $538.9K | Dec 16 |
| Oct 31, 2025 | Elizabeth Rutledge | Chief Marketing Officer | Sell | 10b5-1 plan | 50,000 | $360.21 | $18M | Nov 4 |
| Oct 23, 2025 | Douglas Tabish | Chief Risk Officer | Sell | unplanned | 2,515 | $355.61 | $894.4K | Oct 24 |
| Oct 22, 2025 | Denise Pickett | Pres. | Sell | unplanned | 5,000 | $350.73 | $1.8M | Oct 24 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| May 8, 2026 | Richard W. Allen | House | Buy | $1K–$15K | Jun 16 |
| Apr 7, 2026 | Rick Larsen | House | Sell | $1K–$15K | Apr 15 |
| Mar 31, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Apr 30 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 11, 2026 | Shelley M Capito | Senate | Buy | $1K–$15K | Apr 4 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $1K–$15K | Jan 16 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $15K–$50K | Nov 22 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 151,610,700 | $51.3B | 17.1% | — | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 29,582 | $10M | 0.04% | +36% | Q2 2026 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves