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American Express Co

SEC CIK
0000004962
Latest filing
Aug 7, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 1, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
2
−1 vs. Q1 2025
Portfolio value
$994.3M
−$152.1M (−13.3%) vs. Q1 2025
Filed
Aug 1, 2025
SEC
Holdings of American Express Co in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GBTGGlobal Business Travel Group, Inc.COM CL A157,786,199$994.1M100.0%00.0%UnchangedHistory
CARVCarver Bancorp IncCOM NEW134,905$233.4K<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (1)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of American Express Co sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
MLMoneylion Inc.COMM STK7,403$640.4K0.1%History