American Express Company
US ˙ NYSE ˙ US0258161092

SecurityAXP / American Express Company
InstitutionBridgewater Advisors Inc.
Latest Disclosed Ownership8,226 shares
Latest Disclosed Value $ 2,541,828
Bridgewater Advisors Inc. reports 3.98% decrease in ownership of AXP / American Express Company

On May 14, 2026 - Bridgewater Advisors Inc. filed a 13F-HR form disclosing ownership of 8,226 shares of American Express Company (US:AXP) valued at $2,488,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 8,567 shares of American Express Company. This represents a change in shares of -3.98% during the quarter. The current value of the position is $2,472,489 USD.

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)
2026-05-14 2026-03-31 13F AMERICAN EXPRESS COM 025816109 8,226 -341 -3.98 2,542 -17.39 0.1512
2026-01-23 2025-12-31 13F AMERICAN EXPRESS COM 025816109 8,567 73 0.86 3,076 -0.97 0.1994
2025-11-10 2025-09-30 13F AMERICAN EXPRESS COM 025816109 8,494 262 3.18 3,106 22.33 0.2154
2025-08-05 2025-06-30 13F AMERICAN EXPRESS COM 025816109 8,232 50 0.61 2,540 16.25 0.1932
2025-05-02 2025-03-31 13F AMERICAN EXPRESS COM 025816109 8,182 8,182 2,185 0.1890
2022-10-28 2022-09-30 13F AMERICAN EXPRESS COM 025816109 0 -6,890 -100.00 0 -100.00
2022-08-05 2022-06-30 13F AMERICAN EXPRESS COM 025816109 6,890 5 0.07 955 -25.85 0.1979
2022-05-05 2022-03-31 13F AMERICAN EXPRESS COM 025816109 6,885 39 0.57 1,288 15.00 0.3132
2022-02-07 2021-12-31 13F AMERICAN EXPRESS COM 025816109 6,846 -94 -1.35 1,120 -3.70 0.2465
2021-11-02 2021-09-30 13F AMERICAN EXPRESS COM 025816109 6,940 0 0.00 1,163 1.39 0.3200
2021-08-06 2021-06-30 13F AMERICAN EXPRESS COM 025816109 6,940 1,170 20.28 1,147 30.49 0.3646
2021-05-20 2021-03-31 13F AMERICAN EXPRESS COM 025816109 5,770 5,770 879 0.4458
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.