American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionBlue Fin Capital, Inc.
Latest Disclosed Ownership808 shares
Latest Disclosed Value $ 244,704
Blue Fin Capital, Inc. reports 42.45% decrease in ownership of AXP / American Express Company

On May 28, 2026 - Blue Fin Capital, Inc. filed a 13F-HR form disclosing ownership of 808 shares of American Express Company (MX:AXP) valued at $244,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,404 shares of American Express Company. This represents a change in shares of -42.45% 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)
2026-05-28 2026-03-31 13F AMERICAN EXPRESS COM 025816109 808 -596 -42.45 245 -52.99 0.0401
2026-01-23 2025-12-31 13F AMERICAN EXPRESS COM 025816109 1,404 -247 -14.96 519 -5.29 0.0805
2025-11-21 2025-09-30 13F AMERICAN EXPRESS COM 025816109 1,651 -173 -9.48 548 -5.68 0.0862
2025-08-13 2025-06-30 13F AMERICAN EXPRESS COM 025816109 1,824 0 0.00 582 18.57 0.0991
2025-11-21 2025-03-31 13F AMERICAN EXPRESS COM 025816109 1,824 0 0.00 491 -9.43 0.0952
2025-02-18 2024-12-31 13F AMERICAN EXPRESS COM 025816109 1,824 0 0.00 541 9.51 0.0998
2024-11-05 2024-09-30 13F AMERICAN EXPRESS COM 025816109 1,824 0 0.00 495 17.06 0.0940
2024-07-31 2024-06-30 13F AMERICAN EXPRESS COM 025816109 1,824 0 0.00 422 1.69 0.0843
2024-05-14 2024-03-31 13F AMERICAN EXPRESS COM 025816109 1,824 -9 -0.49 415 20.99 0.0926
2024-02-06 2023-12-31 13F AMERICAN EXPRESS COM 025816109 1,833 260 16.53 343 46.58 0.0881
2023-10-19 2023-09-30 13F AMERICAN EXPRESS COM 025816109 1,573 -101 -6.03 235 -19.59 0.0685
2023-07-31 2023-06-30 13F AMERICAN EXPRESS COM 025816109 1,674 0 0.00 292 16.87 0.0833
2023-05-12 2023-03-31 13F AMERICAN EXPRESS COM 025816109 1,674 0 0.00 249 0.81 0.0805
2023-01-23 2022-12-31 13F AMERICAN EXPRESS COM 025816109 1,674 -13 -0.77 247 8.81 0.0906
2022-11-04 2022-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 1,687 -18 -1.06 227 -3.81 0.0858
2022-08-08 2022-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 1,705 68 4.15 236 -22.88 0.0836
2022-04-12 2022-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 1,637 0 0.00 306 14.61 0.0887
2022-01-19 2021-12-31 13F AMERICAN EXPRESS CO COM COM 025816109 1,637 0 0.00 267 -2.55 0.0739
2021-10-25 2021-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 1,637 0 0.00 274 1.48 0.0836
2021-07-19 2021-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 1,637 0 0.00 270 16.88 0.0832
2021-05-05 2021-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 1,637 1,637 231 0.0792
2021-01-28 2020-12-31 13F AMERICAN EXPRESS CO COM COM 025816109 0 -2,127 -100.00 0 -100.00
2020-10-28 2020-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 2,127 -600 -22.00 213 -17.76 0.0862
2020-08-10 2020-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 2,727 -610 -18.28 259 -9.12 0.1146
2020-04-28 2020-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 3,337 -379 -10.20 285 -38.18 0.1573
2020-02-10 2019-12-31 13F AMERICAN EXPRESS CO COM COM 025816109 3,716 200 5.69 461 11.08 0.2172
2019-11-07 2019-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 3,516 -400 -10.21 415 -14.08 0.2173
2019-07-22 2019-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 3,916 -141 -3.48 483 9.03 0.2489
2019-04-23 2019-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 4,057 -140 -3.34 443 10.75 0.2326
2019-01-16 2018-12-31 13F AMERICAN EXPRESS CO COM COM 025816109 4,197 -85 -1.99 400 -12.28 0.2389
2018-12-27 2018-09-30 13F/A-2 AMERICAN EXPRESS CO COM COM 025816109 4,282 -365 -7.85 456 0.22 0.2259
2018-11-09 2018-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 4,282 -365 456
2018-12-31 2018-06-30 13F/A-2 AMERICAN EXPRESS CO COM COM 025816109 4,647 27 0.58 455 5.81 0.2431
2018-08-06 2018-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 4,647 27 455
2018-05-07 2018-03-31 13F AMERICAN EXPRESS CO COM COM 025816109 4,620 -380 -7.60 430 -13.48 0.2428
2018-01-26 2017-12-31 13F AMERICAN EXPRESS CO COM COM 025816109 5,000 -1,388 -21.73 497 -13.86 0.2895
2017-10-11 2017-09-30 13F AMERICAN EXPRESS CO COM COM 025816109 6,388 -806 -11.20 577 -4.79 0.3537
2017-08-02 2017-06-30 13F AMERICAN EXPRESS CO COM COM 025816109 7,194 -1,545 -17.68 606 -12.30 0.3899
2017-05-01 2017-03-31 13F American Express COM 025816109 8,739 84 0.97 691 7.80 0.4234
2017-02-02 2016-12-31 13F American Express COM 025816109 8,655 55 0.64 641 16.33 0.4238
2016-10-21 2016-09-30 13F American Express COM 025816109 8,600 -1,130 -11.61 551 -6.77 0.4466
2016-07-29 2016-06-30 13F American Express COM 025816109 9,730 -220 -2.21 591 -3.27 0.4901
2016-04-14 2016-03-31 13F American Express COM 025816109 9,950 -2,635 -20.94 611 -30.17 0.5202
2016-01-07 2015-12-31 13F American Express COM 025816109 12,585 -1,930 -13.30 875 -18.68 0.6740
2015-10-13 2015-09-30 13F American Express COM 025816109 14,515 -450 -3.01 1,076 -7.48 0.8373
2015-07-23 2015-06-30 13F American Express COM 025816109 14,965 -103 -0.68 1,163 -1.19 0.8369
2015-04-06 2015-03-31 13F American Express COM 025816109 15,068 -50 -0.33 1,177 -16.35 0.8498
2015-01-09 2014-12-31 13F American Express COM 025816109 15,118 215 1.44 1,407 7.82 1.0607
2014-11-06 2014-09-30 13F American Express COM 025816109 14,903 445 3.08 1,305 -4.88 1.0348
2014-07-29 2014-06-30 13F American Express COM 025816109 14,458 1,770 13.95 1,372 20.14 1.0997
2014-05-13 2014-03-31 13F American Express COM 025816109 12,688 150 1.20 1,142 0.35 1.0064
2014-02-07 2013-12-31 13F American Express COM 025816109 12,538 12,538 1,138 1.0138
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.