American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership12,652 shares
Latest Disclosed Value $ 3,826,977
Evercore Wealth Management, LLC reports 8.85% decrease in ownership of AXP / American Express Company

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 12,652 shares of American Express Company (MX:AXP) valued at $3,826,977 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,881 shares of American Express Company. This represents a change in shares of -8.85% 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 COM 025816109 12,652 -1,229 -8.85 3,827 -25.49 0.0602
2026-02-17 2025-12-31 13F AMERICAN EXPRESS COM 025816109 13,881 -260 -1.84 5,135 9.33 0.0753
2025-11-14 2025-09-30 13F AMERICAN EXPRESS COM 025816109 14,141 549 4.04 4,697 8.35 0.0689
2025-08-14 2025-06-30 13F AMERICAN EXPRESS COM 025816109 13,592 -235 -1.70 4,336 16.53 0.0674
2025-05-15 2025-03-31 13F AMERICAN EXPRESS COM 025816109 13,827 -204 -1.45 3,720 -10.66 0.0598
2025-02-14 2024-12-31 13F AMERICAN EXPRESS COM 025816109 14,031 343 2.51 4,164 12.18 0.0624
2024-11-14 2024-09-30 13F AMERICAN EXPRESS COM 025816109 13,688 -560 -3.93 3,712 12.52 0.0557
2024-08-14 2024-06-30 13F AMERICAN EXPRESS COM 025816109 14,248 -237 -1.64 3,299 0.03 0.0519
2024-05-15 2024-03-31 13F AMERICAN EXPRESS COM 025816109 14,485 -279 -1.89 3,298 19.28 0.0517
2024-02-14 2023-12-31 13F AMERICAN EXPRESS COM 025816109 14,764 -163 -1.09 2,766 24.21 0.0464
2023-11-14 2023-09-30 13F AMERICAN EXPRESS COM 025816109 14,927 632 4.42 2,227 -10.60 0.0417
2023-08-04 2023-06-30 13F AMERICAN EXPRESS COM 025816109 14,295 -824 -5.45 2,490 -0.12 0.0457
2023-05-15 2023-03-31 13F AMERICAN EXPRESS COM 025816109 15,119 -233 -1.52 2,494 9.92 0.0497
2023-02-14 2022-12-31 13F AMERICAN EXPRESS COM 025816109 15,352 -59 -0.38 2,268 9.09 0.0475
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 15,411 107 0.70 2,079 -1.98 0.0469
2022-08-15 2022-06-30 13F AMERICAN EXPRESS COM 025816109 15,304 230 1.53 2,121 -24.76 0.0447
2022-05-16 2022-03-31 13F AMERICAN EXPRESS COM 025816109 15,074 -192 -1.26 2,819 12.85 0.0499
2022-02-14 2021-12-31 13F AMERICAN EXPRESS COM 025816109 15,266 -165 -1.07 2,498 -3.37 0.0406
2021-11-15 2021-09-30 13F AMERICAN EXPRESS COM 025816109 15,431 -785 -4.84 2,585 -3.51 0.0468
2021-08-16 2021-06-30 13F AMERICAN EXPRESS COM 025816109 16,216 -154 -0.94 2,679 15.72 0.0490
2021-05-17 2021-03-31 13F AMERICAN EXPRESS COM 025816109 16,370 223 1.38 2,315 18.54 0.0459
2021-02-16 2020-12-31 13F AMERICAN EXPRESS COM 025816109 16,147 -1,368 -7.81 1,953 11.22 0.0421
2020-11-16 2020-09-30 13F AMERICAN EXPRESS COM 025816109 17,515 -306 -1.72 1,756 3.48 0.0430
2020-08-13 2020-06-30 13F AMERICAN EXPRESS COM 025816109 17,821 1,749 10.88 1,697 23.42 0.0453
2020-05-14 2020-03-31 13F AMERICAN EXPRESS COM 025816109 16,072 1,131 7.57 1,375 -26.08 0.0453
2020-02-13 2019-12-31 13F AMERICAN EXPRESS COM 025816109 14,941 -452 -2.94 1,860 2.14 0.0501
2019-11-14 2019-09-30 13F AMERICAN EXPRESS COM 025816109 15,393 4,743 44.54 1,821 38.58 0.0534
2019-08-13 2019-06-30 13F AMERICAN EXPRESS COM 025816109 10,650 -208 -1.92 1,314 10.79 0.0399
2019-05-14 2019-03-31 13F AMERICAN EXPRESS COM 025816109 10,858 3,534 48.25 1,186 69.91 0.0382
2019-02-13 2018-12-31 13F AMERICAN EXPRESS COM 025816109 7,324 -3,316 -31.17 698 -38.39 0.0264
2018-11-13 2018-09-30 13F AMERICAN EXPRESS COM 025816109 10,640 -211 -1.94 1,133 6.48 0.0362
2018-08-14 2018-06-30 13F AMERICAN EXPRESS COM 025816109 10,851 3,377 45.18 1,064 52.65 0.0364
2018-05-14 2018-03-31 13F AMERICAN EXPRESS COM 025816109 7,474 0 0.00 697 -6.19 0.0266
2018-02-13 2017-12-31 13F AMERICAN EXPRESS COM 025816109 7,474 -487 -6.12 743 3.19 0.0276
2017-11-13 2017-09-30 13F AMERICAN EXPRESS COM 025816109 7,961 -490 -5.80 720 1.27 0.0280
2017-08-11 2017-06-30 13F AMERICAN EXPRESS COM 025816109 8,451 -789 -8.54 711 -2.87 0.0275
2017-05-12 2017-03-31 13F AMERICAN EXPRESS COM 025816109 9,240 -5,474 -37.20 732 -32.84 0.0286
2017-02-08 2016-12-31 13F AMERICAN EXPRESS COM 025816109 14,714 -5,286 -26.43 1,090 -14.91 0.0452
2016-11-10 2016-09-30 13F AMERICAN EXPRESS COM 025816109 20,000 -1,555 -7.21 1,281 -2.14 0.0530
2016-09-20 2016-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 21,555 -8,946 -29.33 1,309 -30.07 0.0579
2016-08-01 2016-06-30 13F AMERICAN EXPRESS COM 025816109 22,455 1,364
2016-05-02 2016-03-31 13F AMERICAN EXPRESS COM 025816109 30,501 -217,450 -87.70 1,872 -89.14 0.0827
2016-02-16 2015-12-31 13F AMERICAN EXPRESS COM 025816109 247,951 -27,523 -9.99 17,244 -15.53 0.8004
2015-11-16 2015-09-30 13F AMERICAN EXPRESS COM 025816109 275,474 14,449 5.54 20,414 0.61 0.9752
2015-08-06 2015-06-30 13F AMERICAN EXPRESS COM 025816109 261,025 -2,515 -0.95 20,291 -1.44 0.9157
2015-05-06 2015-03-31 13F AMERICAN EXPRESS COM 025816109 263,540 -87,162 -24.85 20,587 -36.94 0.9451
2015-02-13 2014-12-31 13F AMERICAN EXPRESS COM 025816109 350,702 8,338 2.44 32,646 8.82 1.6274
2014-11-13 2014-09-30 13F AMERICAN EXPRESS COM 025816109 342,364 17,851 5.50 30,000 -2.45 1.5030
2014-08-14 2014-06-30 13F AMERICAN EXPRESS COM 025816109 324,513 15,016 4.85 30,754 10.21 1.5857
2014-05-15 2014-03-31 13F AMERICAN EXPRESS COM 025816109 309,497 -12,469 -3.87 27,904 -4.48 1.5647
2014-02-11 2013-12-31 13F AMERICAN EXPRESS COM 025816109 321,966 -28,404 -8.11 29,212 10.37 1.6054
2013-11-13 2013-09-30 13F AMERICAN EXPRESS COM 025816109 350,370 -25,382 -6.75 26,467 -5.72 1.5161
2013-08-14 2013-06-30 13F AMERICAN EXPRESS COM 025816109 375,752 375,752 28,073 1.5888
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.