SEC 13F Intelligence

Yoffe Investment Management, LLC / AXP

Yoffe Investment Management, LLC’s American Express Co Position

Does Yoffe Investment Management, LLC own American Express Co (AXP)? Yes — 2.8K shares worth $846,989 (+1.09% of its 13F portfolio) as of Q1 2026.

Position Value
$846,989
Q1 2026
Shares
2.8K
% of Portfolio
+1.09%
Quarters Held
6
currently held

Position History AXP

Reported value by quarter
Q4 ’24: $832,243Q4 ’24Q1 ’25: $754,456Q1 ’25Q2 ’25: $894,467Q2 ’25Q3 ’25: $931,426Q3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $846,989Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.8K$846,989+1.09%
Q4 20252.8K$1M+1.32%
Q3 20252.8K$931,426+1.21%
Q2 20252.8K$894,467+1.22%
Q1 20252.8K$754,456+1.11%
Q4 20242.8K$832,243+1.24%

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