American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionArjuna Capital
Latest Disclosed Ownership7,295 shares
Latest Disclosed Value $ 2,206,592
Arjuna Capital reports 1.94% increase in ownership of AXP / American Express Company

On May 6, 2026 - Arjuna Capital filed a 13F-HR form disclosing ownership of 7,295 shares of American Express Company (MX:AXP) valued at $2,206,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,156 shares of American Express Company. This represents a change in shares of 1.94% 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)
2026-05-06 2026-03-31 13F AMERICAN EXPRESS COM 025816109 7,295 139 1.94 2,207 -16.66 0.5611
2026-02-05 2025-12-31 13F AMERICAN EXPRESS COM 025816109 7,156 -35 -0.49 2,647 10.85 0.6486
2025-11-04 2025-09-30 13F AMERICAN EXPRESS COM 025816109 7,191 68 0.95 2,389 5.11 0.5937
2025-08-13 2025-06-30 13F AMERICAN EXPRESS COM 025816109 7,123 -390 -5.19 2,272 12.42 0.5989
2025-05-09 2025-03-31 13F AMERICAN EXPRESS COM 025816109 7,513 -8,878 -54.16 2,021 -58.45 0.5595
2025-02-07 2024-12-31 13F AMERICAN EXPRESS COM 025816109 16,391 -488 -2.89 4,865 6.27 1.2945
2024-11-05 2024-09-30 13F AMERICAN EXPRESS COM 025816109 16,879 -6,513 -27.84 4,578 -15.49 1.1856
2024-07-29 2024-06-30 13F AMERICAN EXPRESS COM 025816109 23,392 3,639 18.42 5,416 20.44 1.4573
2024-05-13 2024-03-31 13F AMERICAN EXPRESS COM 025816109 19,753 12,102 158.18 4,498 213.82 1.2752
2024-02-08 2023-12-31 13F AMERICAN EXPRESS COM 025816109 7,651 -8,464 -52.52 1,433 -40.39 0.4486
2023-11-09 2023-09-30 13F AMERICAN EXPRESS COM 025816109 16,115 297 1.88 2,404 -12.74 0.8612
2023-08-09 2023-06-30 13F AMERICAN EXPRESS COM 025816109 15,818 10,415 192.76 2,755 209.20 0.9762
2023-05-15 2023-03-31 13F AMERICAN EXPRESS COM 025816109 5,403 5,403 891 0.3496
2022-02-11 2021-12-31 13F AMERICAN EXPRESS COM 025816109 0 -6,948 -100.00 0 -100.00
2021-11-08 2021-09-30 13F AMERICAN EXPRESS COM 025816109 6,948 351 5.32 1,164 6.79 0.4730
2021-08-11 2021-06-30 13F AMERICAN EXPRESS COM 025816109 6,597 6,597 1,090 0.4711
2020-11-05 2020-09-30 13F AMERICAN EXPRESS COM 025816109 0 -14,527 -100.00 0 -100.00
2020-08-13 2020-06-30 13F AMERICAN EXPRESS COM 025816109 14,527 -343 -2.31 1,383 8.64 0.9541
2020-05-11 2020-03-31 13F AMERICAN EXPRESS COM 025816109 14,870 189 1.29 1,273 -30.36 1.0620
2020-01-30 2019-12-31 13F AMERICAN EXPRESS COM 025816109 14,681 73 0.50 1,828 5.79 1.3234
2019-11-06 2019-09-30 13F AMERICAN EXPRESS COM 025816109 14,608 279 1.95 1,728 -2.32 1.4735
2019-08-21 2019-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 14,329 328 2.34 1,769 15.62 1.2718
2019-08-08 2019-06-30 13F AMERICAN EXPRESS COM 025816109 14,329 328 1,769
2019-05-14 2019-03-31 13F AMERICAN EXPRESS COM 025816109 14,001 -4,632 -24.86 1,530 -13.85 1.1830
2019-01-31 2018-12-31 13F AMERICAN EXPRESS COM 025816109 18,633 -269 -1.42 1,776 -11.77 1.6175
2018-11-14 2018-09-30 13F AMERICAN EXPRESS COM 025816109 18,902 -52 -0.27 2,013 8.40 1.5144
2018-08-01 2018-06-30 13F AMERICAN EXPRESS COM 025816109 18,954 409 2.21 1,857 7.34 1.5132
2018-04-24 2018-03-31 13F AMERICAN EXPRESS COM 025816109 18,545 12,103 187.88 1,730 170.31 1.4593
2018-02-09 2017-12-31 13F AMERICAN EXPRESS COM 025816109 6,442 6,442 640 0.5993
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.