American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership14,417 shares
Latest Disclosed Value $ 4,360,807
Wealthspire Advisors, LLC reports 0.92% increase in ownership of AXP / American Express Company

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 14,417 shares of American Express Company (MX:AXP) valued at $4,360,807 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,285 shares of American Express Company. This represents a change in shares of 0.92% 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)
2026-05-01 2026-03-31 13F AMERICAN EXPRESS COM 025816109 14,417 132 0.92 4,361 -17.49 0.0342
2026-02-12 2025-12-31 13F AMERICAN EXPRESS COM 025816109 14,285 3,231 29.23 5,285 43.94 0.0421
2025-11-14 2025-09-30 13F AMERICAN EXPRESS COM 025816109 11,054 -207 -1.84 3,672 2.20 0.0192
2025-08-11 2025-06-30 13F AMERICAN EXPRESS COM 025816109 11,261 21 0.19 3,592 18.78 0.0202
2025-05-09 2025-03-31 13F AMERICAN EXPRESS COM 025816109 11,240 -35 -0.31 3,024 -9.62 0.0181
2025-02-04 2024-12-31 13F AMERICAN EXPRESS COM 025816109 11,275 1,377 13.91 3,346 24.66 0.0333
2024-11-13 2024-09-30 13F AMERICAN EXPRESS COM 025816109 9,898 4,428 80.95 2,684 112.01 0.0273
2024-08-08 2024-06-30 13F AMERICAN EXPRESS COM 025816109 5,470 -325 -5.61 1,267 -4.02 0.0162
2024-05-06 2024-03-31 13F AMERICAN EXPRESS COM 025816109 5,795 -557 -8.77 1,320 10.84 0.0176
2024-02-07 2023-12-31 13F AMERICAN EXPRESS COM 025816109 6,352 625 10.91 1,190 39.34 0.0169
2023-11-06 2023-09-30 13F AMERICAN EXPRESS COM 025816109 5,727 654 12.89 854 -3.28 0.0141
2023-08-01 2023-06-30 13F AMERICAN EXPRESS COM 025816109 5,073 -5 -0.10 884 5.50 0.0144
2023-05-09 2023-03-31 13F AMERICAN EXPRESS COM 025816109 5,078 -1,768 -25.83 838 -17.21 0.0144
2023-02-14 2022-12-31 13F AMERICAN EXPRESS COM 025816109 6,846 1,746 34.24 1,012 46.95 0.0184
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 5,100 1,108 27.76 688 24.41 0.0144
2022-08-09 2022-06-30 13F AMERICAN EXPRESS COM 025816109 3,992 649 19.41 553 -11.52 0.0116
2022-05-09 2022-03-31 13F AMERICAN EXPRESS COM 025816109 3,343 -3,591 -51.79 625 -44.89 0.0141
2022-02-14 2021-12-31 13F AMERICAN EXPRESS COM 025816109 6,934 -880 -11.26 1,134 -13.37 0.0251
2021-11-15 2021-09-30 13F AMERICAN EXPRESS COM 025816109 7,814 5,237 203.22 1,309 207.28 0.0272
2021-08-13 2021-06-30 13F AMERICAN EXPRESS COM 025816109 2,577 -11,548 -81.76 426 -78.68 0.0112
2021-05-17 2021-03-31 13F AMERICAN EXPRESS COM 025816109 14,125 5,459 62.99 1,998 90.65 0.0474
2021-02-16 2020-12-31 13F AMERICAN EXPRESS COM 025816109 8,666 3,616 71.60 1,048 107.11 0.0312
2020-11-16 2020-09-30 13F AMERICAN EXPRESS COM 025816109 5,050 1,175 30.32 506 37.13 0.0301
2020-08-14 2020-06-30 13F AMERICAN EXPRESS COM 025816109 3,875 -6,510 -62.69 369 -58.49 0.0257
2020-05-12 2020-03-31 13F AMERICAN EXPRESS COM 025816109 10,385 8,220 379.68 889 229.26 0.0373
2020-02-14 2019-12-31 13F AMERICAN EXPRESS COM 025816109 2,165 2,165 270 0.0197
2019-05-07 2019-03-31 13F AMERICAN EXPRESS COM 025816109 0 -791 -100.00 0 -100.00
2019-02-14 2018-12-31 13F AMERICAN EXPRESS COM 025816109 791 791 75 0.0072
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.