LongAXPJun 2026
American Express Company
Baron initiated American Express during the quarter following a pullback in its shares. The fund views the company as an industry leader gaining share in a large global market…
AXP
1 published idea on American Express Company across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on American Express Company: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Baron initiated American Express during the quarter following a pullback in its shares. The fund views the company as an industry leader gaining share in a large global market…