American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership2,616 shares
Latest Disclosed Value $ 791,288
Aft, Forsyth & Company, Inc. ownership in AXP / American Express Company

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 2,616 shares of American Express Company (MX:AXP) valued at $791,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,616 shares of American Express Company. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F AMERICAN EXPRESS COM 025816109 2,616 0 0.00 791 -18.20 0.3725
2026-02-13 2025-12-31 13F AMERICAN EXPRESS COM 025816109 2,616 0 0.00 968 11.41 0.4176
2025-11-07 2025-09-30 13F AMERICAN EXPRESS COM 025816109 2,616 -40 -1.51 869 2.48 0.4162
2025-08-14 2025-06-30 13F AMERICAN EXPRESS COM 025816109 2,656 -50 -1.85 847 16.35 0.4340
2025-05-12 2025-03-31 13F AMERICAN EXPRESS COM 025816109 2,706 0 0.00 728 -9.34 0.3922
2025-01-29 2024-12-31 13F AMERICAN EXPRESS COM 025816109 2,706 45 1.69 803 11.37 0.3938
2024-11-14 2024-09-30 13F AMERICAN EXPRESS COM 025816109 2,661 0 0.00 722 17.05 0.3558
2024-08-13 2024-06-30 13F AMERICAN EXPRESS COM 025816109 2,661 400 17.69 616 19.84 0.3021
2024-04-30 2024-03-31 13F AMERICAN EXPRESS COM 025816109 2,261 -550 -19.57 515 -2.28 0.2933
2024-02-09 2023-12-31 13F AMERICAN EXPRESS COM 025816109 2,811 0 0.00 527 25.54 0.3314
2023-11-07 2023-09-30 13F AMERICAN EXPRESS COM 025816109 2,811 76 2.78 419 -11.97 0.3073
2023-08-14 2023-06-30 13F AMERICAN EXPRESS COM 025816109 2,735 -351 -11.37 476 -6.48 0.3378
2023-05-02 2023-03-31 13F AMERICAN EXPRESS COM 025816109 3,086 15 0.49 509 12.36 0.3931
2023-02-13 2022-12-31 13F AMERICAN EXPRESS COM 025816109 3,071 -45 -1.44 454 7.86 0.3871
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 3,116 0 0.00 420 -2.78 0.3748
2022-07-28 2022-06-30 13F AMERICAN EXPRESS COM 025816109 3,116 30 0.97 432 -25.13 0.3486
2022-05-10 2022-03-31 13F AMERICAN EXPRESS COM 025816109 3,086 -2,600 -45.73 577 -37.96 0.3675
2022-02-07 2021-12-31 13F AMERICAN EXPRESS COM 025816109 5,686 685 13.70 930 10.98 0.4772
2021-11-08 2021-09-30 13F AMERICAN EXPRESS COM 025816109 5,001 215 4.49 838 5.94 0.4502
2021-07-15 2021-06-30 13F AMERICAN EXPRESS COM 025816109 4,786 -75 -1.54 791 14.97 0.4224
2021-05-04 2021-03-31 13F AMERICAN EXPRESS COM 025816109 4,861 10 0.21 688 17.21 0.4125
2021-02-09 2020-12-31 13F AMERICAN EXPRESS COM 025816109 4,851 -70 -1.42 587 19.07 0.3672
2020-11-05 2020-09-30 13F AMERICAN EXPRESS COM 025816109 4,921 0 0.00 493 5.34 0.3668
2020-08-06 2020-06-30 13F AMERICAN EXPRESS COM 025816109 4,921 -3,605 -42.28 468 -35.80 0.3947
2020-05-11 2020-03-31 13F AMERICAN EXPRESS COM 025816109 8,526 -655 -7.13 730 -36.22 0.7341
2020-02-10 2019-12-31 13F AMERICAN EXPRESS COM 025816109 9,181 0 0.00 1,143 5.25 0.8724
2019-11-12 2019-09-30 13F AMERICAN EXPRESS COM 025816109 9,181 0 0.00 1,086 -4.15 0.8971
2019-07-29 2019-06-30 13F AMERICAN EXPRESS COM 025816109 9,181 100 1.10 1,133 14.10 0.9332
2019-05-08 2019-03-31 13F AMERICAN EXPRESS COM 025816109 9,081 345 3.95 993 19.21 0.8601
2019-02-05 2018-12-31 13F American Express COM 025816109 8,736 490 5.94 833 -5.13 0.8293
2018-10-26 2018-09-30 13F AMERICAN EXPRESS COM 025816109 8,246 0 0.00 878 8.66 0.7281
2018-08-14 2018-06-30 13F American Express COM 025816109 8,246 766 10.24 808 15.76 0.7087
2018-05-14 2018-03-31 13F American Express COM 025816109 7,480 550 7.94 698 1.45 0.6515
2018-02-12 2017-12-31 13F American Express COM 025816109 6,930 -2,245 -24.47 688 -0.72 0.6733
2013-11-08 2013-09-30 13F American Express COM 025816109 9,175 0 0.00 693 1.02 0.8989
2013-08-12 2013-06-30 13F American Express COM 025816109 9,175 9,175 686 0.9806
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.