IFP Advisors, Inc reports 82.45% increase in ownership of AXP / American Express Company

American Express Company

US ˙ NYSE ˙ US0258161092

Security	AXP / American Express Company
Institution	IFP Advisors, Inc
Latest Disclosed Ownership	17,698 shares
Latest Disclosed Value	$ 5,353,291

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 17,698 shares of American Express Company (US:AXP) valued at $5,353,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,700 shares of American Express Company. This represents a change in shares of 82.45% during the quarter. The current value of the position is $5,319,488 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.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-13	2026-03-31	13F	AMERICAN EXPRESS	cs	025816109	17,698	7,998	82.45	5,353	49.19	0.1110
2026-02-06	2025-12-31	13F	AMERICAN EXPRESS	cs	025816109	9,700	3,678	61.08	3,589	79.40	0.0806
2026-02-06	2025-09-30	13F/A-1	AMERICAN EXPRESS	cs	025816109	6,022	-3,098	-33.97	2,000	-35.15	0.0519
2025-12-02	2025-09-30	13F	AMERICAN EXPRESS	cs	025816109	5,422	-3,698		2,204		0.0568
2025-07-24	2025-06-30	13F	AMERICAN EXPRESS	cs	025816109	9,120	-1,640	-15.24	3,084	6.57	0.0877
2025-05-05	2025-03-31	13F	AMERICAN EXPRESS	cs	025816109	10,760	5,924	122.50	2,895	101.67	0.0893
2025-02-04	2024-12-31	13F	AMERICAN EXPRESS	cs	025816109	4,836	-3,156	-39.49	1,435	-33.78	0.0470
2025-02-04	2024-09-30	13F	AMERICAN EXPRESS	cs	025816109	7,992	165	2.11	2,167	19.59	0.0781
2024-07-30	2024-06-30	13F	AMERICAN EXPRESS	cs	025816109	7,827	4,540	138.12	1,812	142.25	0.0719
2024-07-30	2024-03-31	13F	AMERICAN EXPRESS	cs	025816109	3,287	156	4.98	748	27.65	0.0328
2024-01-09	2023-12-31	13F	AMERICAN EXPRESS	cs	025816109	3,131	-1,412	-31.08	587	-13.44	0.0277
2023-10-12	2023-09-30	13F	AMERICAN EXPRESS	cs	025816109	4,543	-534	-10.52	678	-23.42	0.0305
2023-08-14	2023-06-30	13F/A-1	AMERICAN EXPRESS	cs	025816109	5,077	-233	-4.39	884	96.88	0.0370
2023-08-04	2023-06-30	13F	AMERICAN EXPRESS	cs	025816109	5,077	-233		430		0.0199
2023-04-18	2023-03-31	13F	AMERICAN EXPRESS	cs	025816109	5,310	-4,226	-44.32	450		0.0196
2023-02-07	2022-12-31	13F	AMERICAN EXPRESS	cs	025816109	9,536	-1,298	-11.98	1	-100.00	0.0225
2022-11-08	2022-09-30	13F	AMERICAN EXPRESS	cs	025816109	10,834	1,201	12.47	956	12.34	0.0249
2022-09-06	2022-06-30	13F/A-1	AMERICAN EXPRESS	cs	025816109	9,633	0	0.00	851	0.00	0.0273
2022-09-06	2022-03-31	13F/A-1	AMERICAN EXPRESS	cs	025816109	9,633	4,519	88.37	851	1.92	0.0273
2022-08-08	2022-03-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	6,200	1,086		530		0.0108
2022-01-12	2021-12-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	5,114	168	3.40	835	0.24	0.0163
2021-10-06	2021-09-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	4,946	557	12.69	833	14.58	0.0167
2021-07-13	2021-06-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	4,389	343	8.48	727	27.32	0.0150
2021-04-30	2021-03-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	4,046	237	6.22	571	24.13	0.0111
2021-01-25	2020-12-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	3,809	106	2.86	460	22.34	0.0186
2020-10-29	2020-09-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	3,703	-84	-2.22	376	5.92	0.0224
2020-08-05	2020-06-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	3,787	261	7.40	355	8.56	0.0281
2020-05-12	2020-03-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	3,526	420	13.52	327	-16.58	0.0330
2020-01-17	2019-12-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	3,106	557	21.85	392	29.80	0.0295
2019-11-07	2019-09-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	2,549	401	18.67	302	28.51	0.0202
2019-05-15	2019-03-31	13F	AMERICAN EXPRESS	Stock	025816109	2,148	-2,850	-57.02	235	-50.21	0.0321
2019-06-03	2018-12-31	13F/A-10	AMERICAN EXPRESS CO COM	Stock	025816109	4,998	-917	-15.50	472	-25.08	0.0288
2019-01-23	2018-12-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	4,998	-917		472		0.0288
2019-06-03	2018-09-30	13F/A-9	AMERICAN EXPRESS CO COM	Stock	025816109	5,915	-1,361	-18.71	630	-11.64	0.0257
2018-10-25	2018-09-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	5,915	-1,361		630		0.0257
2019-06-03	2018-06-30	13F/A-8	AMERICAN EXPRESS CO COM	Stock	025816109	7,276	-1,021	-12.31	713	-13.47	0.0300
2018-08-07	2018-06-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	7,276	-433		713
2019-06-03	2018-03-31	13F/A-7	AMERICAN EXPRESS CO COM	Stock	025816109	8,297	0	0.00	824	0.00	0.0374
2018-05-09	2018-03-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	7,709	-588		719
2019-06-03	2017-12-31	13F/A-6	AMERICAN EXPRESS CO COM	Stock	025816109	8,297	-1,648	-16.57	824	-8.44	0.0374
2018-01-24	2017-12-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	8,297	-1,648		824
2017-10-30	2017-09-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	9,945	-715	-6.71	900	0.22	0.0357
2019-06-03	2017-06-30	13F/A-5	AMERICAN EXPRESS CO COM	Stock	025816109	10,660	-1,801	-14.45	898	-8.92	0.0381
2017-07-31	2017-06-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	10,660	-1,801		898
2019-06-03	2017-03-31	13F/A-4	AMERICAN EXPRESS CO COM	Stock	025816109	12,461	-1,425	-10.26	986	-4.18	0.0429
2017-04-26	2017-03-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	12,461	-1,425		986
2019-06-03	2016-12-31	13F/A-3	AMERICAN EXPRESS CO COM	Stock	025816109	13,886	1,541	12.48	1,029	30.09	0.0497
2017-02-14	2016-12-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	13,886	1,541		1,029
2016-11-04	2016-09-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	12,345	-327	-2.58	791	2.73	0.0411
2019-06-03	2016-06-30	13F/A-2	AMERICAN EXPRESS CO COM	Stock	025816109	12,672	10,524	489.94	770	227.66	0.0430
2016-08-22	2016-06-30	13F	AMERICAN EXPRESS CO COM	Stock	025816109	12,672	10,524		770
2019-06-03	2016-03-31	13F/A-1	AMERICAN EXPRESS	Stock	025816109	2,148	-11,501	-84.26	235	-75.24	0.0321
2016-05-02	2016-03-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	14,812	1,163		909
2016-02-11	2015-12-31	13F	AMERICAN EXPRESS CO COM	Stock	025816109	13,649	13,649		949		0.0637

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.