American Express Company
CL ˙ SNSE ˙ US0258161092
SecurityCL:AXP / American Express Company
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership1,887 shares
Latest Disclosed Value $ 570,664
Ancora Advisors, LLC ownership in AXP / American Express Company

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 1,887 shares of American Express Company (CL:AXP) valued at $570,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,887 shares of American Express Company. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 1,887 0 0.00 571 -18.22 0.0071
2026-02-17 2025-12-31 13F AMERICAN EXPRESS CO COM COM 025816109 1,887 161 9.33 698 21.64 0.0144
2025-11-14 2025-09-30 13F AMERICAN EXPRESS COM 025816109 1,726 84 5.12 573 9.56 0.0114
2025-08-14 2025-06-30 13F AMERICAN EXPRESS COM 025816109 1,642 30 1.86 524 20.79 0.0109
2025-05-15 2025-03-31 13F AMERICAN EXPRESS COM 025816109 1,612 200 14.16 434 3.59 0.0097
2025-02-14 2024-12-31 13F AMERICAN EXPRESS COM 025816109 1,412 52 3.82 419 13.59 0.0093
2024-11-14 2024-09-30 13F AMERICAN EXPRESS COM 025816109 1,360 3 0.22 369 17.20 0.0084
2024-08-14 2024-06-30 13F AMERICAN EXPRESS COM 025816109 1,357 0 0.00 314 1.95 0.0078
2024-05-16 2024-03-31 13F AMERICAN EXPRESS COM 025816109 1,357 0 0.00 309 21.26 0.0070
2024-02-14 2023-12-31 13F AMERICAN EXPRESS COM 025816109 1,357 -162 -10.66 254 12.39 0.0060
2023-11-14 2023-09-30 13F AMERICAN EXPRESS COM 025816109 1,519 261 20.75 227 3.20 0.0060
2023-08-14 2023-06-30 13F AMERICAN EXPRESS COM 025816109 1,258 278 28.37 219 36.02 0.0058
2023-05-16 2023-03-31 13F AMERICAN EXPRESS COM 025816109 980 161 19.66 162 33.06 0.0046
2023-02-14 2022-12-31 13F AMERICAN EXPRESS COM 025816109 819 -2 -0.24 121 9.01 0.0035
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 821 0 0.00 111 -2.63 0.0034
2022-08-15 2022-06-30 13F AMERICAN EXPRESS COM 025816109 821 8 0.98 114 -25.00 0.0032
2022-05-16 2022-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 813 0 0.00 152 14.29 0.0037
2022-05-13 2022-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 796 -17 113 0.0019
2022-02-14 2021-12-31 13F AMERICAN EXPRESS COM 025816109 813 16 2.01 133 -0.75 0.0032
2021-11-15 2021-09-30 13F AMERICAN EXPRESS COM 025816109 797 0 0.00 134 1.52 0.0035
2021-11-12 2021-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 797 1 0.13 132 16.81 0.0034
2021-08-13 2021-06-30 13F AMERICAN EXPRESS COM 025816109 797 1 132 0.0034
2021-11-12 2021-03-31 13F/A-1 AMERICAN EXPRESS CO COM COM 025816109 796 108 15.70 113 36.14 0.0031
2021-05-14 2021-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 796 108 113 0.0031
2021-11-12 2020-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 688 -115 -14.32 83 2.47 0.0027
2021-02-12 2020-12-31 13F AMERICAN EXPRESS COM 025816109 688 -115 83 0.0027
2021-11-12 2020-09-30 13F/A-1 AMERICAN EXPRESS COM 025816109 803 115 16.72 81 24.62 0.0032
2020-11-13 2020-09-30 13F AMERICAN EXPRESS COM 025816109 803 115 81 0.0032
2021-11-12 2020-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 688 -589 -46.12 65 -40.37 0.0027
2020-08-14 2020-06-30 13F AMERICAN EXPRESS COM 025816109 688 -589 65 0.0027
2021-11-12 2020-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 1,277 -50 -3.77 109 -33.94 0.0050
2020-05-14 2020-03-31 13F AMERICAN EXPRESS COM 025816109 1,277 -50 109 0.0050
2020-02-14 2019-12-31 13F AMERICAN EXPRESS COM 025816109 1,327 1,327 165 0.0061
2019-11-14 2018-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 0 -992 -100.00 0 -100.00
2018-11-13 2018-09-30 13F AMERICAN EXPRESS COM 025816109 992 992 106 0.0041
2018-08-10 2018-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 0 -4,450 -100.00 0 -100.00
2018-05-15 2018-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 4,450 4,450 415 0.0187
2018-02-14 2017-12-31 13F AMERICAN EXPRESS COM 025816109 0 -2,958 -100.00 0 -100.00
2017-11-14 2017-09-30 13F AMERICAN EXPRESS COM 025816109 2,958 2,708 1,083.20 268 1,388.89 0.0155
2017-02-14 2016-12-31 13F AMERICAN EXPRESS COM 025816109 250 250 0.00 18 0.0013
2014-11-07 2014-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 0 -2,350 -100.00 0 -100.00
2014-07-31 2014-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 2,350 0 0.00 223 5.19 0.0289
2014-05-13 2014-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 2,350 0 0.00 212 -0.47 0.0300
2014-02-07 2013-12-31 13F AMERICAN EXPRESS CO COM COM 025816109 2,350 -350 -12.96 213 4.41 0.0322
2013-10-31 2013-09-30 13F/A-1 AMERICAN EXPRESS CO COM COM 025816109 2,700 2,700 204 0.0350
2013-10-25 2013-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 2,700 204 0.0350
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.