Consumer Finance

American Express

American Express and Fanatics Announce Exclusive Partnership to Launch New Co-Branded Card

MUFG Asset Management Acquires 4,000 AXP Shares, Beats Earnings Expectations Amid Mixed Analyst Ratings

American Express Launches New Benefits for Platinum and Gold Cards Including $750 Bonus

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American Express Reports April Bad Debt Rate at 2.1%

American Reports April US Consumer and Small Business Credit Card Balances Rise to $157.2 Billion

American Express Discloses 1.2% 30-Day Delinquency Rate for April End

Analysts Estimate and Rate American Express Stocks

Long Lake Acquires Amex GBT for $6.3B to Strengthen AI Business Travel Fulfillment

Redwood Wealth Management Group LLC Obtains New Position in American Express

American Express issued $1.75 billion in notes

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American Express Sells 30% of GBT Shares for $1.5 Billion

Long Lake Management to Acquire Global Business Travel Group for $6.3 Billion

Robertson Stephens Wealth Management LLC Increases Stake in American Express by 217.3%

American Express Reports Q1 2026 Net Income Up 15% to $2.97 Billion

American Express Gold Card Launches Enhanced Benefits to Celebrate 60th Anniversary

Wells Fargo Maintains Buy Rating on American Express with a Price Target of $415

Bank of America Global Research Raises American Express Price Target to $387

Barclays Analyst Maintains Hold Rating on American Express

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

American Express Company (AXP.US) Q1 2026 Earnings Conference Call

American Express Company (AXP.US) Q3 2025 Earnings Conference Call

American Express Company (AXP.US) Q1 2025 Earnings Conference Call

American Express Company (AXP.US) Q4 2024 Earnings Conference Call

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BRK.A

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In his first quarter as CEO of Berkshire Hathaway, Greg Abel sold 15 positions and added two new ones, including Delta Air Lines and Macy's, while significantly increasing the stake in Alphabet. The portfolio still reflects Buffett's strategy, focusing on established companies with strong consumer bases. Notably, major holdings like Apple and Coca-Cola remain unchanged, indicating continuity in investment philosophy despite the changes.

- Berkshire Hathaway, under CEO Greg Abel, significantly restructured its equity portfolio in Q1 2025 by exiting 15 positions while adding two new ones, Delta Air Lines and Macy's.  
- The most notable adjustment was a substantial increase in its investment in Alphabet, acquiring around 40 million additional shares, making it the fifth-largest position in the portfolio.  
- Despite these changes, key holdings like Apple, American Express, and Coca-Cola were retained, indicating that Abel is maintaining the foundational investment philosophy established by Warren Buffett.

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Berkshire Hathaway

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Coca Cola

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Alphabet

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Greg Abel's First Full Quarter Running Berkshire Hathaway Has Arrived. Here's What the 13F Reveals.

Mitsubishi UFJ Asset Management UK Ltd. acquired 4,000 shares of American Express Company (NYSE:AXP) valued at approximately $1.48 million in Q4, as per its 13F filing. Other investors, including Ameriprise Financial and Amundi, also increased their stakes. American Express's stock has seen mixed analyst sentiments, with Freedom Broker raising its price target to $370, while Barclays maintained a Hold rating. The company reported Q1 earnings of $4.28 per share, exceeding estimates, and has set FY 2026 guidance at 17.300-17.900 EPS.

Market Beat

Mitsubishi UFJ Financial

Mitsubishi UFJ Financial Group, Inc.

Ameriprise Financial

Danske Bank

Freedom

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Capital One Financial

CAPITAL ONE FINANCIAL CORP DEP SHS REP 1/40TH NCUM PFD SER N

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Mitsubishi UFJ Asset Management UK Ltd. Makes New Investment in American Express Company $AXP

American Express and Main Street America Award More Than $10 Million in Grants to Over 500 Small Businesses | AXP Stock News

StockTitan

American Express and Main Street America Award More Than $10 Million in Grants to Over 500 Small Businesses | AXP Stock News

American Express and Fanatics Announce Exclusive Fan Experiences and New Fanatics American Express® Card | AXP Stock News

American Express and Fanatics Announce Exclusive Fan Experiences and New Fanatics American Express® Card | AXP Stock News

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Berkshire Hathaway's new CEO, Greg Abel, has made significant changes to the company's investment portfolio in Q1 2026, reducing total holdings from 42 to 29. Major exits include Visa, Mastercard, and UnitedHealth Group, while investments in Alphabet and the New York Times were notably increased. New positions were initiated in Delta Air Lines and Macy's, with Berkshire capitalizing on market opportunities amid stock declines.

- Berkshire Hathaway's recent 13F filing reveals significant changes under new CEO Greg Abel, including a reduction in total holdings from 42 to 29 by selling out of over 15 positions.  
- Notable exits include Visa, Mastercard, and Amazon, while Berkshire increased its stake in Alphabet by 204% and initiated positions in Delta Air Lines and Macy's.  
- This quarter marks a pivotal shift in Berkshire's investment strategy, indicating potential further changes in Abel's tenure.

New York Times

Macys

Visa

Mastercard

Unitedhealth

Amazon

Domino's

Pool

Charter Comm

Constellation Brands

Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

American Express introduces new benefits for the Platinum and Gold cards, including a $750 bonus. The content is sponsored by Away, offering a 10% discount on first orders. Note that some offers may no longer be available and opinions are solely those of the author.

Amex Platinum + Gold new benefit + new card with $750 bonus

CCEP

Berkshire Hathaway's first-quarter 13F filing reveals a net sale of $8.2 billion in publicly traded stocks, marking the fourteenth consecutive quarter of net sales. The portfolio, now valued at $263.1 billion, includes 29 companies, with top holdings in Apple, American Express, and Coca-Cola. Despite trimming positions in Bank of America, the financial sector remains a significant overweight. New investments include Delta Air Lines and Alphabet Class C, while Berkshire continues to hold substantial stakes in energy and consumer staples.

- Berkshire Hathaway was a net seller of publicly traded stocks, liquidating almost $8.2 billion during the first quarter, marking the fourteenth consecutive quarter of net sales.  
- The company has added new investments in Delta Air Lines and increased its holdings in Alphabet to $16.6 billion, while maintaining strong positions in Apple and Bank of America.  
- Despite ongoing sales, Berkshire's portfolio remains concentrated with 91% of assets in the top ten holdings, demonstrating Greg Abel's commitment to value discipline and capital allocation.

Forbes

Coca-Cola Europacific Partners

Bank of America

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GraniteShares 2x Long AAPL Daily ETF

Us Global Jets

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T-Rex 2X Long Apple Daily Target ETF

Target

Costco Wholesale

Kroger

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Apple

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Occidental Petroleum

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Itochu Corporation

Marubeni Corporation

Mitsubishi Corporation

Mitsui & Co.,Ltd

Sumitomo Corporation

American Airlines

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United Airlines

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JPMorgan Chase & Co.

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BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

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BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

OCCIDENTAL PETROLEUM CORP C/W 03/08/27(OCCIDENTAL P)USD22

Kraft Heinz Company

MITSUBISHI CORP UNSPONS ADS REP 1 ORD SHS

Berkshire Portfolio Shifts As Abel Reshapes Buffett’s Playbook

American Express(AXP.US)

Greg Abel's First Full Quarter Running Berkshire Hathaway Has Arrived. Here's What the 13F Reveals.

Mitsubishi UFJ Asset Management UK Ltd. Makes New Investment in American Express Company $AXP

American Express and Main Street America Award More Than $10 Million in Grants to Over 500 Small Businesses | AXP Stock News

American Express and Fanatics Announce Exclusive Fan Experiences and New Fanatics American Express® Card | AXP Stock News

Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

Amex Platinum + Gold new benefit + new card with $750 bonus

Berkshire Portfolio Shifts As Abel Reshapes Buffett’s Playbook