SEC 13F Intelligence

Intrinsic Value Partners, LLC / AXP

Intrinsic Value Partners, LLC’s American Express Co Position

Does Intrinsic Value Partners, LLC own American Express Co (AXP)? Yes9.0K shares worth $3M (+2.09% of its 13F portfolio) as of Q1 2026, down from 9.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.0K
% of Portfolio
+2.09%
Quarters Held
18
currently held

Position History AXP

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $2MQ3 ’22Q4 ’22: $2,456Q1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.0K$3M+2.09%
Q4 20259.3K$3M+2.58%
Q3 20259.9K$3M+2.67%
Q2 202510.0K$3M+2.84%
Q1 202510.0K$3M+2.67%
Q4 202410.7K$3M+3.20%
Q3 202411.1K$3M+3.02%
Q2 202413.9K$3M+3.37%
Q1 202414.3K$3M+3.48%
Q4 202314.6K$3M+3.20%
Q3 202314.8K$2M+2.84%
Q2 202314.9K$3M+3.26%
Q1 202314.9K$2M+3.32%
Q4 202216.6K$2,456+3.36%
Q3 202218.0K$2M+3.37%
Q2 202219.1K$3M+3.37%
Q1 202219.8K$4M+3.93%
Q4 202120.3K$3M+3.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Value Partners, LLC’s full portfolio or all institutional holders of AXP.