American Express (AXP)OFI Invest Asset Management added to its stake +27K shares

175K

Shares reported · +27K vs prior quarter

0.52%

Disclosed portfolio weight

$52M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of AXP — reported range $1,001 - $15,000
2. May 8, 2026CongressDisclosed purchase of AXP — reported range $1,001 - $15,000
3. Jun 15, 2026InsiderOfficer sold ~$2.39M of AXP shares in the open market

What came next

1. Jul 24, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Aug 12, 2026Company filing · Form 8-K · Shareholder rights, Bylaws or charterChanged the rights of its shareholders, and changed its bylaws, charter or fiscal year (and 1 more item)
3. Aug 18, 2026InsiderOfficer sold ~$2.97M of AXP shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for American Express

For American Express, OQRO holds 2 insider filings (SEC Form 4 or Form 144), 1 Congress trade report and 71 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AXP page.

How this filing works

• SEC Form 13F

Other disclosures at American Express

• SEC Form 13F-HRAug 25, 2026
• SEC Form 4Aug 19, 2026
• SEC Form 144Aug 18, 2026
• SEC Form 13F-HRAug 18, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its AXP page.