Buffett Watch: American Express challenges Apple for No. 1 slot in Berkshire's portfolio [MSNBC.com]
American Express Company (AXP)
Last american express company earnings: 4/24 07:00 am
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Source: MSNBC.com
Buffett WatchBuffett Watch: American Express challenges Apple for No. 1 slot in Berkshire's portfolioPublished Sat, Jan 31 2026Updated 54 Min AgoAlex Crippen@alexcrippenWATCH LIVEIn this article(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign uphereto receive it every Friday evening in your inbox.)A combination of bigBerkshire Hathaway's equity portfolioIn mid-2023, the Apple stake's value of close to $180 billion was around $154 billion greater than the American Express holdings.Since then, Berkshire has sold roughly three-quarters of the position.Last Friday, Apple's lead narrowed to an all-time low was just $4.3 billion. This week it increased to $8.4 billion.The Apple sales are, by far, the biggest factor in the narrowing margin, but American Express stock has outperformed Apple over the past 2 1/2 years with a 106% gain vs. Apple's 35% advance.Buffett first boughtloan fraud involving fake salad oilIt
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AXP
News
- American Express (NYSE:AXP) had its price target lowered by analysts at Truist Financial Corporation from $420.00 to $400.00. They now have a "buy" rating on the stock.MarketBeat
- American Express (NYSE:AXP) had its price target lowered by analysts at JPMorgan Chase & Co. from $385.00 to $375.00. They now have a "neutral" rating on the stock.MarketBeat
- American Express (NYSE:AXP) had its "sell" rating reaffirmed by analysts at BTIG Research. They now have a $328.00 price target on the stock.MarketBeat
- American Express Weighs 2 World Trade Center Move And Long Term Costs [Yahoo! Finance]Yahoo! Finance
- American Express challenges Apple for No. 1 slot in Berkshire's portfolio [CNBC]CNBC
AXP
Earnings
- 2/2/26 - Miss
AXP
Sec Filings
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- AXP's page on the SEC website