American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionCwm, Llc
Latest Disclosed Ownership40,121 shares
Latest Disclosed Value $ 12,135,926
Cwm, Llc reports 4.70% increase in ownership of AXP / American Express Company

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 40,121 shares of American Express Company (MX:AXP) valued at $12,135,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 38,320 shares of American Express Company. This represents a change in shares of 4.70% 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.

Upgrade to unlock premium data and export to Excel .

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 40,121 1,801 4.70 12,136 86,578.57 0.0319
2026-01-26 2025-12-31 13F AMERICAN EXPRESS COM 025816109 38,320 5,985 18.51 14 40.00 0.0384
2025-10-15 2025-09-30 13F AMERICAN EXPRESS COM 025816109 32,335 1,521 4.94 11 11.11 0.0323
2025-07-25 2025-06-30 13F AMERICAN EXPRESS COM 025816109 30,814 462 1.52 10 12.50 0.0347
2025-05-01 2025-03-31 13F AMERICAN EXPRESS COM 025816109 30,352 553 1.86 8 0.00 0.0326
2025-02-04 2024-12-31 13F AMERICAN EXPRESS COM 025816109 29,799 6,816 29.66 9 33.33 0.0367
2024-10-08 2024-09-30 13F AMERICAN EXPRESS COM 025816109 22,983 1,857 8.79 6 50.00 0.0268
2024-07-10 2024-06-30 13F AMERICAN EXPRESS COM 025816109 21,126 224 1.07 5 0.00 0.0231
2024-04-05 2024-03-31 13F AMERICAN EXPRESS COM 025816109 20,902 1,799 9.42 5 33.33 0.0231
2024-02-01 2023-12-31 13F AMERICAN EXPRESS COM 025816109 19,103 137 0.72 4 50.00 0.0192
2023-10-11 2023-09-30 13F AMERICAN EXPRESS COM 025816109 18,966 1,077 6.02 3 -33.33 0.0173
2023-08-03 2023-06-30 13F AMERICAN EXPRESS COM 025816109 17,889 1,273 7.66 3 50.00 0.0193
2023-05-01 2023-03-31 13F AMERICAN EXPRESS COM 025816109 16,616 3,324 25.01 3 100.00 0.0185
2023-02-01 2022-12-31 13F AMERICAN EXPRESS COM 025816109 13,292 4,605 53.01 2 -99.91 0.0145
2022-10-27 2022-09-30 13F AMERICAN EXPRESS COM 025816109 8,687 2,310 36.22 1,172 32.58 0.0093
2022-07-28 2022-06-30 13F AMERICAN EXPRESS COM 025816109 6,377 -439 -6.44 884 -30.67 0.0068
2022-04-21 2022-03-31 13F AMERICAN EXPRESS COM 025816109 6,816 1,684 32.81 1,275 51.79 0.0090
2022-01-31 2021-12-31 13F AMERICAN EXPRESS COM 025816109 5,132 1,920 59.78 840 58.19 0.0059
2021-09-15 2021-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2021-07-29 2021-06-30 13F AMERICAN EXPRESS COM 025816109 3,212 0 531 0.0042
2021-09-15 2021-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2021-04-27 2021-03-31 13F AMERICAN EXPRESS COM 025816109 2,963 -249 419 0.0037
2021-09-15 2020-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2021-01-27 2020-12-31 13F AMERICAN EXPRESS COM 025816109 2,211 -1,001 267 0.0025
2021-09-15 2020-09-30 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2020-10-19 2020-09-30 13F AMERICAN EXPRESS COM 025816109 2,908 -304 292 0.0032
2021-09-15 2020-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2020-07-22 2020-06-30 13F AMERICAN EXPRESS COM 025816109 2,691 -521 256 0.0030
2021-09-15 2020-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2020-04-28 2020-03-31 13F AMERICAN EXPRESS COM 025816109 2,567 -645 220 0.0033
2021-09-14 2019-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2020-01-27 2019-12-31 13F AMERICAN EXPRESS COM 025816109 2,879 -333 358 0.0046
2021-09-14 2019-09-30 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2019-10-22 2019-09-30 13F AMERICAN EXPRESS COM 025816109 2,439 -773 289 0.0042
2021-09-14 2019-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 0 0.00 531 0.00 0.0042
2019-07-31 2019-06-30 13F AMERICAN EXPRESS COM 025816109 2,760 -452 341 0.0056
2021-09-02 2019-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 3,212 1,223 61.49 531 179.47 0.0042
2019-04-22 2019-03-31 13F AMERICAN EXPRESS COM 025816109 2,187 198 239 0.0048
2019-01-25 2018-12-31 13F AMERICAN EXPRESS COM 025816109 1,989 634 46.79 190 31.94 0.0047
2018-10-29 2018-09-30 13F AMERICAN EXPRESS COM 025816109 1,355 259 23.63 144 34.58 0.0037
2018-07-31 2018-06-30 13F AMERICAN EXPRESS COM 025816109 1,096 298 37.34 107 44.59 0.0035
2018-04-26 2018-03-31 13F AMERICAN EXPRESS COM 025816109 798 65 8.87 74 1.37 0.0029
2018-01-16 2017-12-31 13F AMERICAN EXPRESS COM 025816109 733 -71 -8.83 73 0.00 0.0032
2017-10-16 2017-09-30 13F AMERICAN EXPRESS COM 025816109 804 414 106.15 73 121.21 0.0035
2017-07-17 2017-06-30 13F AMERICAN EXPRESS COM 025816109 390 272 230.51 33 266.67 0.0017
2017-04-17 2017-03-31 13F AMERICAN EXPRESS COM 025816109 118 -10 -7.81 9 0.00 0.0005
2017-01-19 2016-12-31 13F AMERICAN EXPRESS COM 025816109 128 -211 -62.24 9 -59.09 0.0006
2016-10-17 2016-09-30 13F AMERICAN EXPRESS COM 025816109 339 308 993.55 22 1,000.00 0.0015
2016-07-21 2016-06-30 13F AMERICAN EXPRESS COM 025816109 31 0 0.00 2 0.00 0.0001
2016-04-18 2016-03-31 13F AMERICAN EXPRESS COM 025816109 31 21 210.00 2 100.00 0.0002
2016-02-01 2015-12-31 13F AMERICAN EXPRESS COM 025816109 10 -1,806 -99.45 1 -99.39 0.0001
2014-02-14 2013-12-31 13F AMERICAN EXPRESS COM 025816109 1,816 1,164 178.53 165 236.73 0.0257
2013-11-14 2013-09-30 13F AMERICAN EXPRESS COM 025816109 652 652 49 0.0129
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.