American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionKeystone Financial Group
Latest Disclosed Ownership2,252 shares
Latest Disclosed Value $ 681,118
Keystone Financial Group reports 6.63% increase in ownership of AXP / American Express Company

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 2,252 shares of American Express Company (MX:AXP) valued at $681,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,112 shares of American Express Company. This represents a change in shares of 6.63% 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 Equtities 025816109 2,252 140 6.63 681 -12.80 0.0458
2026-02-06 2025-12-31 13F AMERICAN EXPRESS Equities 025816109 2,112 52 2.52 781 14.18 0.0578
2025-11-17 2025-09-30 13F/A-1 AMERICAN EXPRESS Common Stock 025816109 2,060 -16 -0.77 684 3.32 0.0523
2025-11-14 2025-09-30 13F AMERICAN EXPRESS Common Stock 025816109 2,076 0 662 0.0527
2025-08-13 2025-06-30 13F AMERICAN EXPRESS Common Stock 025816109 2,076 206 11.02 662 31.61 0.0598
2025-05-13 2025-03-31 13F AMERICAN EXPRESS Common Stock 025816109 1,870 17 0.92 503 -8.55 0.0511
2025-02-13 2024-12-31 13F AMERICAN EXPRESS Common Stock 025816109 1,853 163 9.64 550 20.09 0.0541
2025-02-19 2024-09-30 13F/A-3 AMERICAN EXPRESS Common Stock 025816109 1,690 182 12.07 458 31.23 0.0587
2025-02-18 2024-09-30 13F/A-2 AMERICAN EXPRESS Common Stock 025816109 3,014 1,506 406 0.0529
2024-11-12 2024-09-30 13F AMERICAN EXPRESS Common Stock 025816109 1,690 182 458 0.1513
2024-07-31 2024-06-30 13F AMERICAN EXPRESS Common Stock 025816109 1,508 -127 -7.77 349 -6.18 0.1251
2024-05-08 2024-03-31 13F AMERICAN EXPRESS Common Stock 025816109 1,635 1,635 372 0.0542
2020-08-13 2020-06-30 13F AMERICAN EXPRESS Common Stock 025816109 0 -2,031 -100.00 0 -100.00
2020-05-05 2020-03-31 13F AMERICAN EXPRESS Common Stock 025816109 2,031 0 0.00 253 0.00 0.0680
2020-02-06 2019-12-31 13F AMERICAN EXPRESS Common Stock 025816109 2,031 0 0.00 253 5.42 0.0680
2019-11-07 2019-09-30 13F AMERICAN EXPRESS Common Stock 025816109 2,031 0 0.00 240 -4.38 0.0738
2019-08-07 2019-06-30 13F AMERICAN EXPRESS Common Stock 025816109 2,031 0 0.00 251 13.06 0.0817
2019-05-07 2019-03-31 13F AMERICAN EXPRESS Common Stock 025816109 2,031 2,031 222 0.0790
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.