American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership565 shares
Latest Disclosed Value $ 171,027
Creative Financial Designs Inc /adv reports 11.22% increase in ownership of AXP / American Express Company

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 565 shares of American Express Company (MX:AXP) valued at $171,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 508 shares of American Express Company. This represents a change in shares of 11.22% 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 CO COM Stock 025816109 565 57 11.22 171 -8.56 0.0104
2026-02-06 2025-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 508 157 44.73 188 61.21 0.0118
2025-11-12 2025-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 351 2 0.57 117 4.50 0.0078
2025-08-04 2025-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 349 4 1.16 111 20.65 0.0080
2025-04-23 2025-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 345 34 10.93 93 0.00 0.0074
2025-02-10 2024-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 311 -18 -5.47 92 3.37 0.0075
2024-10-28 2024-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 329 -1,601 -82.95 89 -80.04 0.0075
2024-08-06 2024-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 1,930 1,547 403.92 447 412.64 0.0398
2024-05-01 2024-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 383 1 0.26 87 22.54 0.0082
2024-01-10 2023-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 382 -35 -8.39 72 14.52 0.0073
2023-11-14 2023-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 417 35 9.16 62 -6.06 0.0073
2023-07-26 2023-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 382 0 0.00 67 4.76 0.0078
2023-04-25 2023-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 382 18 4.95 63 18.87 0.0083
2023-02-01 2022-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 364 -8 -2.15 54 6.00 0.0079
2022-11-01 2022-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 372 0 0.00 50 -3.85 0.0082
2022-08-01 2022-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 372 0 0.00 52 -25.71 0.0085
2022-04-15 2022-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 372 0 0.00 70 14.75 0.0107
2022-01-26 2021-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 372 0 0.00 61 -1.61 0.0092
2021-10-08 2021-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 372 8 2.20 62 3.33 0.0103
2021-07-27 2021-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 364 -60 -14.15 60 0.00 0.0104
2021-04-19 2021-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 424 0 0.00 60 17.65 0.0117
2021-01-08 2020-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 424 0 0.00 51 18.60 0.0109
2020-10-06 2020-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 424 0 0.00 43 7.50 0.0106
2020-07-23 2020-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 424 66 18.44 40 29.03 0.0121
2020-04-22 2020-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 358 100 38.76 31 -3.12 0.0159
2020-01-17 2019-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 258 0 0.00 32 10.34 0.0143
2019-10-23 2019-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 258 0 0.00 29 -9.37 0.0156
2019-08-07 2019-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 258 0 0.00 32 14.29 0.0174
2019-04-23 2019-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 258 258 28 0.0168
2019-01-24 2018-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 0 -66 -100.00 0 -100.00
2018-11-02 2018-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 66 0 0.00 7 16.67 0.0040
2018-07-13 2018-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 66 0 0.00 6 0.00 0.0035
2018-05-02 2018-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 66 0 0.00 6 -14.29 0.0038
2018-05-02 2017-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 66 0 0.00 7 16.67 0.0048
2018-05-02 2017-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 66 0 0.00 6 0.00 0.0034
2018-05-02 2017-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 66 0 0.00 6 20.00 0.0038
2018-05-02 2017-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 66 0 0.00 5 0.00 0.0036
2018-03-14 2016-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 66 66 5 0.0041
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.