| Quarter | Score |
|---|---|
| 2022-Q1 | 49.8 |
| 2022-Q3 | 67.8 |
| 2022-Q4 | 50.8 |
| 2023-Q1 | 50.9 |
| 2023-Q2 | 63.4 |
| 2023-Q3 | 50.6 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 72.6 |
| 2024-Q2 | 51.7 |
| 2024-Q3 | 99.1 |
| 2024-Q4 | 86.5 |
| 2025-Q1 | 86.5 |
| 2025-Q2 | 86.4 |
| 2025-Q3 | 86.4 |
| 2025-Q4 | 86.4 |
| 2026-Q1 | 86.4 |
| 2026-Q2 | 86.6 |
Funds reducing exposure or consensus momentum fading
Trading +24.7% above funds' purchase price — elevated pullback risk
2 of 18 tracked funds hold AXP. Avg conviction: 8.6%. Net trimming. First tracked at $251.37 (current +24.7% vs tracked).
Berkshire Hathaway has 17.1% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 17.1% | Hold |
| Citadel Advisors | 0.0% | Reduce |