American Express Company
CL ˙ SNSE ˙ US0258161092
SecurityCL:AXP / American Express Company
InstitutionGradient Investments LLC
Latest Disclosed Ownership1,506 shares
Latest Disclosed Value $ 455,507
Gradient Investments LLC reports 3.34% decrease in ownership of AXP / American Express Company

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 1,506 shares of American Express Company (CL:AXP) valued at $455,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,558 shares of American Express Company. This represents a change in shares of -3.34% 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)
2026-04-13 2026-03-31 13F AMERICAN EXPRESS COM 025816109 1,506 -52 -3.34 456 -21.01 0.0071
2026-01-08 2025-12-31 13F AMERICAN EXPRESS COM 025816109 1,558 -590 -27.47 576 -19.21 0.0091
2025-10-06 2025-09-30 13F AMERICAN EXPRESS COM 025816109 2,148 -93 -4.15 713 -0.14 0.0119
2025-07-08 2025-06-30 13F AMERICAN EXPRESS COM 025816109 2,241 -45,526 -95.31 715 -94.44 0.0131
2025-04-09 2025-03-31 13F AMERICAN EXPRESS COM 025816109 47,767 -499 -1.03 12,852 -10.28 0.2592
2025-01-21 2024-12-31 13F AMERICAN EXPRESS COM 025816109 48,266 -5,689 -10.54 14,325 -2.10 0.2901
2024-10-15 2024-09-30 13F AMERICAN EXPRESS COM 025816109 53,955 -16,864 -23.81 14,633 -10.77 0.3049
2024-07-18 2024-06-30 13F AMERICAN EXPRESS COM 025816109 70,819 -3,363 -4.53 16,398 -2.91 0.3682
2024-04-23 2024-03-31 13F AMERICAN EXPRESS COM 025816109 74,182 -23,933 -24.39 16,890 -8.11 0.3917
2024-01-18 2023-12-31 13F AMERICAN EXPRESS COM 025816109 98,115 94,354 2,508.75 18,381 3,176.29 0.4445
2023-10-27 2023-09-30 13F AMERICAN EXPRESS COM 025816109 3,761 -6 -0.16 561 -14.48 0.0148
2023-07-11 2023-06-30 13F AMERICAN EXPRESS COM 025816109 3,767 -34,285 -90.10 656 -89.55 0.0169
2023-04-17 2023-03-31 13F AMERICAN EXPRESS COM 025816109 38,052 7,010 22.58 6,277 36.85 0.1711
2023-01-10 2022-12-31 13F AMERICAN EXPRESS COM 025816109 31,042 -2,068 -6.25 4,586 2.66 0.1446
2022-10-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 33,110 2,839 9.38 4,467 6.46 0.1366
2022-07-11 2022-06-30 13F AMERICAN EXPRESS COM 025816109 30,271 -1,606 -5.04 4,196 -29.61 0.1225
2022-05-26 2022-03-31 13F AMERICAN EXPRESS COM 025816109 31,877 -6,858 -17.70 5,961 -5.93 0.1531
2022-01-12 2021-12-31 13F AMERICAN EXPRESS COM 025816109 38,735 -15,280 -28.29 6,337 -29.97 0.1606
2021-10-18 2021-09-30 13F AMERICAN EXPRESS COM 025816109 54,015 2,217 4.28 9,049 5.72 0.2535
2021-07-12 2021-06-30 13F AMERICAN EXPRESS COM 025816109 51,798 917 1.80 8,559 18.92 0.2504
2021-04-21 2021-03-31 13F AMERICAN EXPRESS COM 025816109 50,881 -2,579 -4.82 7,197 34.30 0.2340
2021-01-08 2020-12-31 13F AMERICAN EXPRESS COM 025816109 53,460 -336 -0.62 5,359 -0.63 0.2274
2020-10-06 2020-09-30 13F AMERICAN EXPRESS COM 025816109 53,796 -84,364 -61.06 5,393 -59.00 0.2265
2020-07-10 2020-06-30 13F AMERICAN EXPRESS COM 025816109 138,160 105,625 324.65 13,153 372.28 0.5998
2020-04-07 2020-03-31 13F AMERICAN EXPRESS COM 025816109 32,535 9,459 40.99 2,785 -3.06 0.1501
2020-01-15 2019-12-31 13F AMERICAN EXPRESS COM 025816109 23,076 9,038 64.38 2,873 73.07 0.1279
2019-10-10 2019-09-30 13F AMERICAN EXPRESS COM 025816109 14,038 3,298 30.71 1,660 25.19 0.0813
2019-07-16 2019-06-30 13F AMERICAN EXPRESS COM 025816109 10,740 7,496 231.07 1,326 273.52 0.0681
2019-04-11 2019-03-31 13F AMERICAN EXPRESS COM 025816109 3,244 2,248 225.70 355 273.68 0.0230
2019-01-18 2018-12-31 13F AMERICAN EXPRESS COM 025816109 996 238 31.40 95 17.28 0.0057
2018-10-11 2018-09-30 13F AMERICAN EXPRESS COM 025816109 758 0 0.00 81 9.46 0.0042
2018-08-09 2018-06-30 13F AMERICAN EXPRESS COM 025816109 758 28 3.84 74 8.82 0.0040
2018-04-10 2018-03-31 13F AMERICAN EXPRESS COM 025816109 730 -40 -5.19 68 -10.53 0.0037
2018-02-07 2017-12-31 13F AMERICAN EXPRESS COM 025816109 770 770 76 0.0044
2017-10-16 2017-09-30 13F AMERICAN EXPRESS COM 025816109 0 -703 -100.00 0 -100.00
2017-07-19 2017-06-30 13F AMERICAN EXPRESS COM 025816109 703 13 1.88 59 7.27 0.0041
2017-04-11 2017-03-31 13F AMERICAN EXPRESS COM 025816109 690 -149 -17.76 55 -11.29 0.0042
2017-01-17 2016-12-31 13F AMERICAN EXPRESS COM 025816109 839 300 55.66 62 77.14 0.0054
2016-10-11 2016-09-30 13F AMERICAN EXPRESS COM 025816109 539 119 28.33 35 34.62 0.0034
2016-07-14 2016-06-30 13F AMERICAN EXPRESS COM 025816109 420 0 0.00 26 0.00 0.0028
2016-04-13 2016-03-31 13F AMERICAN EXPRESS COM 025816109 420 0 0.00 26 -10.34 0.0032
2016-01-19 2015-12-31 13F AMERICAN EXPRESS COM 025816109 420 0 0.00 29 -6.45 0.0039
2015-10-14 2015-09-30 13F AMERICAN EXPRESS COM 025816109 420 0 0.00 31 -6.06 0.0044
2015-08-25 2015-06-30 13F AMERICAN EXPRESS COM 025816109 420 -130 -23.64 33 -23.26 0.0045
2015-04-10 2015-03-31 13F AMERICAN EXPRESS COM 025816109 550 -30 -5.17 43 -20.37 0.0064
2015-01-15 2014-12-31 13F AMERICAN EXPRESS COM 025816109 580 160 38.10 54 45.95 0.0089
2014-10-14 2014-09-30 13F AMERICAN EXPRESS COM 025816109 420 0 0.00 37 -2.63 0.0067
2014-04-11 2014-03-31 13F AMERICAN EXPRESS COM 025816109 420 338 412.20 38 442.86 0.0088
2014-01-13 2013-12-31 13F AMERICAN EXPRESS COM 025816109 82 82 7 0.0019
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.