American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionInlet Private Wealth, LLC
Latest Disclosed Ownership8,915 shares
Latest Disclosed Value $ 2,696,609
Inlet Private Wealth, LLC reports 9.45% decrease in ownership of AXP / American Express Company

On May 13, 2026 - Inlet Private Wealth, LLC filed a 13F-HR form disclosing ownership of 8,915 shares of American Express Company (MX:AXP) valued at $2,696,609 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,845 shares of American Express Company. This represents a change in shares of -9.45% 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)
2026-05-13 2026-03-31 13F AMERICAN EXPRESS COM 025816109 8,915 -930 -9.45 2,697 -25.97 0.6887
2026-01-21 2025-12-31 13F AMERICAN EXPRESS COM 025816109 9,845 0 0.00 3,642 11.38 0.8448
2025-10-31 2025-09-30 13F AMERICAN EXPRESS COM 025816109 9,845 50 0.51 3,270 4.67 0.7380
2025-08-05 2025-06-30 13F AMERICAN EXPRESS COM 025816109 9,795 0 0.00 3,124 18.56 0.7679
2025-05-07 2025-03-31 13F AMERICAN EXPRESS COM 025816109 9,795 0 0.00 2,635 -9.36 0.6851
2025-01-24 2024-12-31 13F AMERICAN EXPRESS COM 025816109 9,795 44 0.45 2,907 9.95 0.7688
2024-10-16 2024-09-30 13F AMERICAN EXPRESS COM 025816109 9,751 0 0.00 2,644 17.15 0.6709
2024-07-23 2024-06-30 13F AMERICAN EXPRESS COM 025816109 9,751 96 0.99 2,258 2.68 0.6178
2024-04-25 2024-03-31 13F AMERICAN EXPRESS COM 025816109 9,655 0 0.00 2,198 21.57 0.6140
2024-01-26 2023-12-31 13F AMERICAN EXPRESS COM 025816109 9,655 0 0.00 1,809 25.56 0.5544
2023-10-30 2023-09-30 13F AMERICAN EXPRESS COM 025816109 9,655 -730 -7.03 1,440 -20.40 0.4737
2023-07-27 2023-06-30 13F AMERICAN EXPRESS COM 025816109 10,385 0 0.00 1,809 5.60 0.4565
2023-05-03 2023-03-31 13F AMERICAN EXPRESS COM 025816109 10,385 0 0.00 1,713 11.67 0.4455
2023-01-23 2022-12-31 13F AMERICAN EXPRESS COM 025816109 10,385 -237 -2.23 1,534 7.05 0.3942
2022-10-20 2022-09-30 13F AMERICAN EXPRESS COM 025816109 10,622 8 0.08 1,433 -2.58 0.4270
2022-07-13 2022-06-30 13F AMERICAN EXPRESS COM 025816109 10,614 203 1.95 1,471 -24.45 0.4201
2022-04-29 2022-03-31 13F AMERICAN EXPRESS COM 025816109 10,411 2 0.02 1,947 14.33 0.4865
2022-01-31 2021-12-31 13F AMERICAN EXPRESS COM 025816109 10,409 3 0.03 1,703 -2.29 0.4130
2021-11-12 2021-09-30 13F/A-3 AMERICAN EXPRESS COM 025816109 10,406 0 0.00 1,743 1.40 0.4673
2021-10-22 2021-09-30 13F AMERICAN EXPRESS COM 025816109 10,406 0 1,719 0.4567
2021-08-04 2021-06-30 13F AMERICAN EXPRESS COM 025816109 10,406 3 0.03 1,719 16.86 0.4508
2021-05-05 2021-03-31 13F AMERICAN EXPRESS COM 025816109 10,403 3 0.03 1,471 17.02 0.4210
2021-02-11 2020-12-31 13F AMERICAN EXPRESS COM 025816109 10,400 0 0.00 1,257 20.52 0.4111
2020-10-16 2020-09-30 13F AMERICAN EXPRESS COM 025816109 10,400 0 0.00 1,043 5.35 0.4065
2020-08-10 2020-06-30 13F AMERICAN EXPRESS COM 025816109 10,400 0 0.00 990 11.24 0.3952
2020-04-28 2020-03-31 13F AMERICAN EXPRESS COM 025816109 10,400 0 0.00 890 -31.27 0.4127
2020-01-17 2019-12-31 13F AMERICAN EXPRESS COM 025816109 10,400 0 0.00 1,295 5.28 0.4287
2019-10-17 2019-09-30 13F AMERICAN EXPRESS COM 025816109 10,400 0 0.00 1,230 -7.59 0.4554
2019-07-22 2019-06-30 13F AMERICAN EXPRESS COM 025816109 10,400 0 0.00 1,331 17.06 0.4785
2019-04-26 2019-03-31 13F AMERICAN EXPRESS COM 025816109 10,400 7,000 205.88 1,137 250.93 0.4569
2019-01-26 2018-12-31 13F AMERICAN EXPRESS COM 025816109 3,400 3,400 324 0.1743
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.