American Express Company
CL ˙ SNSE ˙ US0258161092
SecurityCL:AXP / American Express Company
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership2,620 shares
Latest Disclosed Value $ 792,498
Pinnacle Wealth Planning Services, Inc. reports 7.29% increase in ownership of AXP / American Express Company

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 2,620 shares of American Express Company (CL:AXP) valued at $792,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,442 shares of American Express Company. This represents a change in shares of 7.29% 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)
2026-05-11 2026-03-31 13F AMERICAN EXPRESS COM 025816109 2,620 178 7.29 792 -12.29 0.0819
2026-02-13 2025-12-31 13F AMERICAN EXPRESS COM 025816109 2,442 -268 -9.89 903 0.33 0.0943
2025-11-13 2025-09-30 13F AMERICAN EXPRESS COM 025816109 2,710 -38 -1.38 900 2.74 0.1055
2025-08-11 2025-06-30 13F AMERICAN EXPRESS COM 025816109 2,748 8 0.29 877 18.86 0.1153
2025-05-15 2025-03-31 13F AMERICAN EXPRESS COM 025816109 2,740 -72 -2.56 737 -11.63 0.1108
2025-02-27 2024-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 2,812 -1,218 -30.22 835 -23.63 0.1254
2025-02-06 2024-12-31 13F AMERICAN EXPRESS COM 025816109 2,812 -1,218 835 0.1165
2024-11-13 2024-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,030 -257 -5.99 1,093 10.08 0.1485
2024-08-09 2024-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,287 -300 -6.54 993 -4.98 0.1418
2024-05-10 2024-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 4,587 -6 -0.13 1,044 21.40 0.1530
2024-02-08 2023-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 4,593 -100 -2.13 860 22.86 0.1352
2023-11-08 2023-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,693 -184 -3.77 700 -17.55 0.1154
2023-08-07 2023-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,877 -186 -3.67 850 1.68 0.1372
2023-05-03 2023-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 5,063 -81 -1.57 835 9.87 0.1388
2023-02-13 2022-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 5,144 696 15.65 760 26.67 0.1350
2022-11-09 2022-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,448 190 4.46 600 1.69 0.1109
2022-08-03 2022-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,258 -239 -5.31 590 -29.85 0.1060
2022-04-20 2022-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 4,497 93 2.11 841 16.64 0.1532
2022-01-21 2021-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 4,404 96 2.23 721 -0.14 0.1408
2021-10-29 2021-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,308 26 0.61 722 1.98 0.1596
2021-08-02 2021-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,282 -13 -0.30 708 16.64 0.1647
2021-04-29 2021-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 4,295 456 11.88 607 30.82 0.1557
2021-02-12 2020-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 3,839 -1,024 -21.06 464 -4.92 0.1109
2020-11-03 2020-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,863 459 10.42 488 16.47 0.1611
2020-07-27 2020-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,404 1,543 53.93 419 71.72 0.1361
2020-05-11 2020-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 2,861 -768 -21.16 244 -45.90 0.1159
2020-02-07 2019-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 3,629 660 22.23 451 28.49 0.2121
2019-10-31 2019-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 2,969 805 37.20 351 31.46 0.1911
2019-08-06 2019-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 2,164 167 8.36 267 22.48 0.1611
2019-05-08 2019-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 1,997 -504 -20.15 218 -8.40 0.1463
2019-03-01 2018-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 2,501 -140 -5.30 238 -15.30 0.1523
2019-02-28 2018-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 2,641 26 0.99 281 9.77 0.2569
2019-02-28 2018-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 2,615 116 4.64 256 9.40 0.2487
2019-02-28 2018-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 2,499 2,499 234 0.2407
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.