American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership87,352 shares
Latest Disclosed Value $ 26,422,233
Wealthfront Advisers Llc reports 0.17% decrease in ownership of AXP / American Express Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 87,352 shares of American Express Company (MX:AXP) valued at $26,422,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 87,504 shares of American Express Company. This represents a change in shares of -0.17% 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)
2026-05-05 2026-03-31 13F AMERICAN EXPRESS COM 025816109 87,352 -152 -0.17 26,422 -18.38 0.0580
2026-01-30 2025-12-31 13F AMERICAN EXPRESS COM 025816109 87,504 4,334 5.21 32,372 17.18 0.0723
2025-11-06 2025-09-30 13F AMERICAN EXPRESS COM 025816109 83,170 2,112 2.61 27,626 6.85 0.0649
2025-07-31 2025-06-30 13F AMERICAN EXPRESS COM 025816109 81,058 13,910 20.72 25,856 43.11 0.0666
2025-05-02 2025-03-31 13F AMERICAN EXPRESS COM 025816109 67,148 -2,053 -2.97 18,066 -12.04 0.0485
2025-04-01 2024-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 69,201 6,505 10.38 20,538 20.79 0.0600
2024-11-12 2024-09-30 13F AMERICAN EXPRESS COM 025816109 62,696 3,071 5.15 17,003 23.16 0.0523
2024-08-14 2024-06-30 13F AMERICAN EXPRESS COM 025816109 59,625 759 1.29 13,806 3.01 0.0465
2024-04-19 2024-03-31 13F AMERICAN EXPRESS COM 025816109 58,866 1,651 2.89 13,403 25.05 0.0469
2024-02-09 2023-12-31 13F AMERICAN EXPRESS COM 025816109 57,215 2,963 5.46 10,719 32.44 0.0412
2023-11-01 2023-09-30 13F AMERICAN EXPRESS COM 025816109 54,252 -2,146 -3.81 8,094 -17.62 0.0348
2023-08-07 2023-06-30 13F AMERICAN EXPRESS COM 025816109 56,398 -5,080 -8.26 9,825 -3.12 0.0417
2023-04-28 2023-03-31 13F AMERICAN EXPRESS COM 025816109 61,478 8,297 15.60 10,141 29.06 0.0461
2023-02-10 2022-12-31 13F AMERICAN EXPRESS COM 025816109 53,181 855 1.63 7,857 11.30 0.0381
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 52,326 10,511 25.14 7,059 21.79 0.0375
2022-07-20 2022-06-30 13F AMERICAN EXPRESS COM 025816109 41,815 -8,634 -17.11 5,796 -38.56 0.0291
2022-05-16 2022-03-31 13F AMERICAN EXPRESS COM 025816109 50,449 -4,756 -8.62 9,434 4.45 0.0413
2022-01-21 2021-12-31 13F AMERICAN EXPRESS COM 025816109 55,205 1,677 3.13 9,032 0.72 0.0382
2021-11-15 2021-09-30 13F AMERICAN EXPRESS COM 025816109 53,528 9,569 21.77 8,967 23.46 0.0415
2021-08-16 2021-06-30 13F AMERICAN EXPRESS COM 025816109 43,959 4,936 12.65 7,263 31.60 0.0345
2021-05-14 2021-03-31 13F AMERICAN EXPRESS COM 025816109 39,023 4,744 13.84 5,519 33.15 0.0296
2021-02-16 2020-12-31 13F AMERICAN EXPRESS COM 025816109 34,279 -5,641 -14.13 4,145 3.57 0.0249
2020-11-16 2020-09-30 13F AMERICAN EXPRESS COM 025816109 39,920 4,856 13.85 4,002 19.89 0.0286
2020-08-14 2020-06-30 13F AMERICAN EXPRESS COM 025816109 35,064 -2,295 -6.14 3,338 4.38 0.0259
2020-05-15 2020-03-31 13F AMERICAN EXPRESS COM 025816109 37,359 5,387 16.85 3,198 -19.65 0.0290
2020-01-21 2019-12-31 13F AMERICAN EXPRESS COM 025816109 31,972 -457 -1.41 3,980 3.75 0.0295
2019-10-15 2019-09-30 13F AMERICAN EXPRESS COM 025816109 32,429 -676 -2.04 3,836 -6.12 0.0322
2019-08-13 2019-06-30 13F AMERICAN EXPRESS COM 025816109 33,105 2,783 9.18 4,086 23.30 0.0355
2019-05-13 2019-03-31 13F AMERICAN EXPRESS COM 025816109 30,322 4,264 16.36 3,314 33.41 0.0307
2019-02-14 2018-12-31 13F AMERICAN EXPRESS COM 025816109 26,058 26,058 2,484 0.0264
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.