PQUS0.580%
as of Jul 21
AXP
GrowthAMERICAN EXPRESS CO
American Express Company, together with its subsidiaries, operates as an integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and internationally. It operates through four segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services.
Close · 3M
+15.24%
Held by 2 AI ETFs
QRFT0.490%
as of Jul 8
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals13
Win rate92% (12/13)
Avg buy return+8.40%
PQUS · Weight increase · 2d
The detected pattern for AXP in PQUS shows a gradual, stepped accumulation, with weight increasing by small increments of 0.01% to 0.02% across several days in June 2026, punctuated by periods of no change. This measured cadence aligns with Pictet Asset Management's stated "periodic, not daily" rebalancing and "measured turnover" style for PQUS, allowing the AI ranking system to build its position thoughtfully. The AI likely identified AXP as an attractive US large-cap when its price softened, currently trading at 81% of its 52-week high after a negative 90-day return of 11.2%, while still offering a high 33.95% return on equity and 9.38% revenue growth. Such a careful increase suggests the AI is capitalizing on a recent dip in a fundamentally sound large-cap financial, rather than making a rapid, speculative move, consistent with the fund's sector-balance and concentration rules.
weight 0.570% → 0.590% (+0.020 pp)·stock up 1.3% in the 30 days before
Jun 11·entry $318.49·now $351.93Chased
+10.50%
since Jun 11
PQUS · Weight increase · 2d
weight 0.540% → 0.570% (+0.030 pp)·stock down 3.5% in the 30 days before
Jun 7·entry $312.30·now $351.93Chased
+12.69%
since Jun 7
PQUS · Weight decrease · 2d
weight 0.570% → 0.540% (-0.030 pp)·stock down 1.1% in the 30 days before
Jun 4·entry $312.53·now $351.93
+12.61%
since Jun 4
PQUS · Weight increase · 2d
The consecutive weight increase in AXP, moving from 0.5000% to 0.5300% across several mid-May rebalances, suggests PQUS’s AI ranking system identified value within the financials sector. This measured adjustment within its ~165 US large-cap holdings likely capitalized on AXP's 90-day return showing a -17.1% decline from prior levels. Despite the recent price dip, the AI would have noted AXP’s strong 33.95% return on equity, supporting its upward revision in the portfolio. The fund's periodic, not daily, rebalance cadence allowed for these incremental weight adjustments as the AI optimized its overall allocation.
weight 0.510% → 0.530% (+0.020 pp)·stock down 3.8% in the 30 days before
May 17·entry $312.24·now $351.93Chased
+12.71%
since May 17
QRFT · Weight decrease · 2d
Trading at $355.35, American Express sits near 92% of its 52-week high of $384.89, having delivered a 13.7% return over the last 30 days and 17.2% over 90 days. This price trajectory places AXP in a context where Qraft's AI, integrating traditional factors like momentum alongside value and low-volatility, would assess its recent appreciation against its valuation metrics of a 21.61 PER and 7.61 PBR, despite 9.38% revenue growth and 33.95% ROE. The initial consecutive weight decreases in late June, followed by a brief recovery, then further decreases on July 7 and 8 to a final 0.4900%, occurred as QRFT approached its July 8, 2026 liquidation date. Given the fund's broad large-cap core style with an AI tilt, the AI likely recalibrated AXP's position, potentially dialing back exposure to the financial stock due to a blend of its current high valuation relative to its price growth and underlying factors, particularly as the fund froze its portfolio for liquidation.
weight 0.520% → 0.490% (-0.030 pp)·stock up 8.3% in the 30 days before
Jul 8·entry $336.39·now $351.93
+4.62%
since Jul 8
QRFT · Weight increase · 2d
AMERICAN EXPRESS CO exhibits a 33.95% Return on Equity and 9.38% Revenue Growth, characteristics that align with the quality and growth dimensions of Qraft AI's factor-based approach for QRFT's large-cap US equity portfolio. Although trading at a PBR of 7.61 and a PER of 21.23, these financial metrics, paired with the stock's +13.6% 30-day return, suggest the Qraft AI model identified sustained positive momentum and fundamental strength in the financial sector company. Following a brief dip in late June, the AI-managed fund initiated consecutive daily weight increases for AXP on July 1st and July 2nd, raising its allocation from 0.4900% to 0.5200%. This re-evaluation of AXP’s position in QRFT occurred as the stock, at $351.96, traded near 91% of its 52-week high, indicating the algorithm likely interprets its current valuation as still having room for appreciation given the underlying business fundamentals and recent price action.
weight 0.490% → 0.520% (+0.030 pp)·stock up 13.2% in the 30 days before
Jul 2·entry $351.96·now $351.93Fresh
-0.01%
since Jul 2
QRFT · Weight decrease · 2d
American Express shares currently sit at $338.25, placing the stock at 88% of its 52-week high of $384.89, following a recent +8.3% climb over 30 days despite a -2.3% decline over the past 90 days. Against this backdrop, QRFT’s AI-driven strategy, which integrates traditional factors with proprietary alternative-data overlays, initiated a consecutive decrease in AXP’s weight on June 29th and 30th. The Qraft AI model likely re-evaluated AXP’s position at this specific price level, factoring in its PER of 20.89 and PBR of 7.61, alongside a 9.38% revenue growth and 33.95% ROE. The AI's weekly rebalance appears to have detected a shift in its blended signal from value, momentum, quality, and low-volatility, combined with alternative data inputs, suggesting AXP’s overall appeal at $338.25 diminished relative to other large-cap US equities within the diversified QRFT portfolio, despite its 33.95% ROE.
weight 0.510% → 0.490% (-0.020 pp)·stock up 6.9% in the 30 days before
Jun 30·entry $338.25·now $351.93
+4.04%
since Jun 30
QRFT · Weight increase · 2d
Qraft Technologies’ AI, which blends traditional factors like quality and momentum with proprietary alternative data, appears to have identified reinforcing positive signals in American Express, leading to its consecutive weight increases within the QRFT portfolio. Operating within its ~300 US large-cap universe and rebalancing weekly, QRFT's AI engine can make targeted, frequent adjustments to positions based on evolving data. The detected pattern of increased allocation points to AXP’s underlying metrics, such as its 33.95% return on equity, likely contributing to a higher quality score within the AI's framework, potentially combined with positive momentum indicated by its +9.0% 30-day return. This targeted move at a current price of $342.56, while AXP trades at 89% of its 52-week high, suggests the AI perceives further upside or continued stability even after recent price appreciation.
weight 0.490% → 0.510% (+0.020 pp)·stock up 9.9% in the 30 days before
Jun 24·entry $342.56·now $351.93Drifting
+2.74%
since Jun 24
QRFT · Accumulation · 5d
AXP’s 33.95% ROE and 9.38% revenue growth present a compelling case for quality and momentum factors within QRFT’s broad large-cap core strategy. The 20.55 PER and 7.61 PBR, while not signaling deep value, align with a stock demonstrating strong profitability and asset efficiency which QRFT's AI, utilizing traditional factors, would favor. QRFT's gradual accumulation of AXP, increasing its weight from 0.46% to 0.50% during the first two weeks of June, began after the stock experienced a -6.9% return over 90 days. This timing suggests Qraft AI identified the period as an opportune entry point, potentially using its proprietary alternative-data overlays to confirm a positive shift in AXP’s outlook following its recent price retracement, even as it had already recovered 6.1% in the prior 30 days. The measured increase in AXP’s position within QRFT’s diversified ~300 US large-cap portfolio indicates a high-conviction decision by the AI based on its specific multifactor methodology for a company with established financial metrics like American Express.
weight 0.460% → 0.500% (+0.040 pp)·stock up 9.1% in the 30 days before
Jun 17·entry $340.54·now $351.93Drifting
+3.34%
since Jun 17
QRFT · Accumulation · 5d
AMERICAN EXPRESS CO (AXP) presents a PER of 19.33, a PBR of 7.61, and a revenue growth of 9.38%. The company’s strong ROE of 33.95% aligns with Qraft AI’s quality and momentum factors, making it a fitting component for QRFT’s diversified large-cap core portfolio. The gradual accumulation of AXP, seen as its weight rose from 0.4600% to 0.5000% between June 5th and June 16th, occurred while the stock was experiencing a 90-day return of negative 5.1%. This pattern suggests the Qraft AI system identified a strategic entry or scaling opportunity at AXP’s $340.74 price level, viewing it as potentially undervalued within its long-term investment horizon.
weight 0.460% → 0.500% (+0.040 pp)·stock up 8.7% in the 30 days before
Jun 16·entry $340.74·now $351.93Drifting
+3.28%
since Jun 16
QRFT · Accumulation · 5d
American Express Co.’s 33.95% Return on Equity and 9.38% Revenue Growth likely align with Qraft AI’s quality and momentum factors, despite its Price-to-Earnings ratio of 19.33 and Price-to-Book ratio of 7.61. This gradual accumulation within QRFT’s broad large-cap core portfolio began in early June, following a 90-day decline of 5.4% for AXP and a recent 30-day return of +5.1%. The Qraft AI, combining traditional factors with proprietary alternative-data overlays, appears to have identified a compelling opportunity at the $335.38 price level, approximately 87% of the stock's 52-week high, warranting a steady increase in allocation.
weight 0.450% → 0.490% (+0.040 pp)·stock up 7.2% in the 30 days before
Jun 15·entry $335.38·now $351.93Drifting
+4.93%
since Jun 15
QRFT · Accumulation · 5d
Qraft AI, managing the QRFT broad large-cap core fund, likely noted American Express Co.'s (AXP) financial profile, including its 9.38% Revenue Growth and 33.95% ROE, alongside a PER of 19.33 and PBR of 7.61, which aligns with the fund's quality and value considerations. The AI system initiated gradual accumulation of AXP starting June 3rd, after the stock experienced an 8.0% decline over 90 days, positioning it at 85% of its 52-week high despite a 1-year return of 10.2%. This methodical increase in weight suggests QRFT's AI, utilizing its proprietary alternative-data overlays in conjunction with traditional factors, identified AXP as an attractive large-cap addition following a recent price correction. The consistent accumulation, with minor fluctuations in weight, points to the AI's algorithm sensing a favorable entry point for a company demonstrating sustained financial performance within its diversified portfolio.
weight 0.430% → 0.480% (+0.050 pp)·stock up 5.1% in the 30 days before
Jun 12·entry $325.44·now $351.93Drifting
+8.14%
since Jun 12
QRFT · Accumulation · 5d
Currently trading at $313.34, AXP sits at 81% of its 52-week high after a -11.2% decline over the past 90 days, contrasting with its +6.1% annual return. This recent price trajectory likely signals a value-oriented opportunity for QRFT's AI, which integrates traditional factors like value and momentum with proprietary alternative-data overlays. The AI’s model may identify American Express’s PER of 19.33 and PBR of 7.61 as increasingly appealing following the pullback, while still factoring in its 9.38% revenue growth and 33.95% return on equity as indicators of fundamental strength. Consequently, QRFT’s weekly rebalancing mechanism executed a gradual accumulation, increasing the AXP weight from 0.44% to 0.48% as its AI systematically entered the position at this price level.
weight 0.440% → 0.480% (+0.040 pp)·stock up 0.3% in the 30 days before
Jun 10·entry $313.34·now $351.93Chased
+12.32%
since Jun 10
QRFT · Weight increase · 2d
weight 0.430% → 0.460% (+0.030 pp)·stock down 3.5% in the 30 days before
Jun 5·entry $310.66·now $351.93Chased
+13.28%
since Jun 5
QRFT · Weight decrease · 2d
The AI likely initiated the consecutive weight decrease for AXP due to its elevated PBR and PER, suggesting the algorithm perceives an increasingly stretched valuation within the financial sector or anticipates a moderation in its exceptional profitability growth. This systematic reduction indicates the AI is either gradually de-risking its portfolio from highly valued assets or reallocating capital to opportunities with better risk-adjusted returns. For retail investors, this serves as a practical signal to critically review AXP’s current valuation and underlying drivers, as sophisticated AI detects potential shifts that might not be immediately obvious to human analysis.
weight 0.470% → 0.450% (-0.020 pp)·stock down 0.5% in the 30 days before
May 8·entry $316.03·now $351.93
+11.36%
since May 8
QRFT · Weight decrease · 2d
The AI ETF likely decreased AXP's weight due to its elevated valuation metrics, specifically its PBR of 7.61 and PER of 19.2, suggesting the stock's strong fundamentals like its 33.95% ROE may already be fully priced in or better risk-adjusted opportunities were identified elsewhere. For retail investors, this highlights the importance of not just identifying quality companies, but also assessing their current valuation and potential upside, as even AI-driven funds manage exposure to well-performing stocks when their price becomes elevated.
weight 0.520% → 0.480% (-0.040 pp)·stock up 4.6% in the 30 days before
Apr 24·entry $314.08·now $351.93
+12.05%
since Apr 24
LQAI · Exit · 1d
AXP is currently trading at $318.38, approximately 83% of its 52-week high, after experiencing a 90-day return of -9.6% despite a 1-year return of +8.5%. This recent trajectory, coupled with AXP's PBR of 7.61, likely prompted the Qraft AI ranking engine, which drives LQAI's weekly rebalances, to reassess the stock's attractiveness within its US large-cap core universe. Despite AXP's Revenue Growth of 9.38% and ROE of 33.95%, the AI's algorithm, positioned between broad and concentrated momentum styles, appears to have weighed its recent price performance and relative valuation more heavily. The final move to 0.00% on 2026-06-09 followed a period of fluctuating but generally decreasing allocations, indicating a dynamic and quantitative shift in AXP's perceived rank by the Qraft system.
weight 0.310% → 0 (exited)·stock up 0.7% in the 30 days before
Jun 9·entry $318.38·now $351.93
+10.54%
since Jun 9
LQAI · Weight increase · 2d
weight 0.290% → 0.320% (+0.030 pp)·stock down 3.5% in the 30 days before
Jun 5·entry $310.66·now $351.93Chased
+13.28%
since Jun 5
LQAI · New entry · 1d
The AI ETF likely initiated a new position in AXP due to its exceptionally high ROE of 33.95% and solid 9.38% revenue growth, signaling a high-quality, profitable company despite its elevated PBR. For retail investors, this suggests that an AI-driven strategy prioritizes robust profitability and growth over potentially high valuation multiples when identifying new investment opportunities.
weight 0 → 0.320% (new)·stock down 2.9% in the 30 days before
May 12·entry $314.31·now $351.93Chased
+11.97%
since May 12
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 5
The AI ETFs PQUS and QRFT currently hold American Express, with QRFT exhibiting a recent minor weight decrease trend. This activity somewhat aligns with the 'Fail' verdict on valuation, as neither AI is demonstrating strong conviction to aggressively accumulate shares at current prices.
- Circle of CompetenceAmerican Express's business model, combining payment processing and credit issuance, offers predictable unit economics derived from transaction volumes and interest income, aligning with a stable and understandable earnings profile.
- Economic MoatAmerican Express benefits from a strong brand, high customer switching costs due to integrated benefits and loyalty programs, and network effects between cardholders and merchants, forming a durable economic moat.
- ManagementThe consistently high Return on Equity suggests disciplined capital allocation, though full assessment of candor and skin in the game would require more detailed information than provided.
- Financial HealthThe reported 33.95% Return on Equity is exceptionally strong and points to excellent profitability and efficient use of capital, despite a lack of ten-year historical data for a complete trend analysis.
- Margin of SafetyThe current valuation multiples, including a PER of 21.23 and PBR of 7.61, suggest the company is trading at or above fair value, leaving insufficient margin of safety for a conservative investment.
American Express demonstrates predictable unit economics, a strong economic moat, and excellent financial health under seemingly disciplined management, making it a wonderful business. However, based on the current high valuation multiples, the stock does not offer a sufficient margin of safety, leading to a 'Fail' verdict despite the company's underlying quality.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.