American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionMCF Advisors LLC
Latest Disclosed Ownership8,895 shares
Latest Disclosed Value $ 2,690,703
MCF Advisors LLC reports 39.90% increase in ownership of AXP / American Express Company

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 8,895 shares of American Express Company (MX:AXP) valued at $2,690,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 6,358 shares of American Express Company. This represents a change in shares of 39.90% 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)
2026-05-11 2026-03-31 13F AMERICAN EXPRESS COM 025816109 8,895 2,537 39.90 2,691 14.37 0.1178
2026-02-11 2025-12-31 13F AMERICAN EXPRESS COM 025816109 6,358 3,125 96.66 2,352 119.20 0.1300
2025-11-05 2025-09-30 13F AMERICAN EXPRESS COM 025816109 3,233 585 22.09 1,074 27.13 0.0658
2025-07-15 2025-06-30 13F AMERICAN EXPRESS COM 025816109 2,648 7 0.27 845 18.87 0.0558
2025-05-06 2025-03-31 13F AMERICAN EXPRESS COM 025816109 2,641 -86 -3.15 710 -12.24 0.0511
2025-01-17 2024-12-31 13F AMERICAN EXPRESS COM 025816109 2,727 21 0.78 809 10.37 0.0568
2024-10-24 2024-09-30 13F AMERICAN EXPRESS COM 025816109 2,706 -21 -0.77 734 16.16 0.0515
2024-08-05 2024-06-30 13F AMERICAN EXPRESS COM 025816109 2,727 20 0.74 631 2.44 0.0478
2024-04-16 2024-03-31 13F AMERICAN EXPRESS COM 025816109 2,707 -1,211 -30.91 616 -16.08 0.0477
2024-02-01 2023-12-31 13F AMERICAN EXPRESS COM 025816109 3,918 888 29.31 734 62.39 0.0600
2023-10-19 2023-09-30 13F AMERICAN EXPRESS COM 025816109 3,030 63 2.12 452 -12.40 0.0408
2023-07-24 2023-06-30 13F AMERICAN EXPRESS COM 025816109 2,967 -758 -20.35 517 -15.96 0.0467
2023-04-18 2023-03-31 13F AMERICAN EXPRESS COM 025816109 3,725 -68 -1.79 614 9.64 0.0573
2023-01-31 2022-12-31 13F AMERICAN EXPRESS COM 025816109 3,793 464 13.94 560 24.72 0.0572
2022-11-09 2022-09-30 13F AMERICAN EXPRESS COM 025816109 3,329 765 29.84 449 26.12 0.0499
2022-08-11 2022-06-30 13F AMERICAN EXPRESS COM 025816109 2,564 -106 -3.97 356 -28.66 0.0376
2022-05-05 2022-03-31 13F AMERICAN EXPRESS COM 025816109 2,670 2,670 499 0.0469
2022-02-14 2021-12-31 13F AMERICAN EXPRESS COM 025816109 0 -2,274 -100.00 0 -100.00
2021-11-12 2021-09-30 13F AMERICAN EXPRESS COM 025816109 2,274 297 15.02 381 16.51 0.0386
2021-08-10 2021-06-30 13F AMERICAN EXPRESS COM 025816109 1,977 -4 -0.20 327 16.79 0.0338
2021-05-13 2021-03-31 13F AMERICAN EXPRESS COM 025816109 1,981 -642 -24.48 280 -11.67 0.0316
2021-02-09 2020-12-31 13F AMERICAN EXPRESS COM 025816109 2,623 6 0.23 317 20.99 0.0378
2020-11-12 2020-09-30 13F AMERICAN EXPRESS COM 025816109 2,617 5 0.19 262 5.22 0.0346
2020-08-11 2020-06-30 13F AMERICAN EXPRESS COM 025816109 2,612 514 24.50 249 38.33 0.0347
2020-04-24 2020-03-31 13F AMERICAN EXPRESS COM 025816109 2,098 972 86.32 180 28.57 0.0301
2020-02-07 2019-12-31 13F AMERICAN EXPRESS COM 025816109 1,126 -78 -6.48 140 -1.41 0.0213
2019-10-22 2019-09-30 13F AMERICAN EXPRESS COM 025816109 1,204 0 0.00 142 -4.70 0.0231
2019-08-06 2019-06-30 13F AMERICAN EXPRESS COM 025816109 1,204 0 0.00 149 12.88 0.0246
2019-05-07 2019-03-31 13F AMERICAN EXPRESS COM 025816109 1,204 0 0.00 132 14.78 0.0228
2019-01-25 2018-12-31 13F AMERICAN EXPRESS COM 025816109 1,204 3 0.25 115 -10.16 0.0220
2018-10-24 2018-09-30 13F AMERICAN EXPRESS COM 025816109 1,201 3 0.25 128 9.40 0.0224
2018-07-20 2018-06-30 13F AMERICAN EXPRESS COM 025816109 1,198 3 0.25 117 5.41 0.0225
2018-05-10 2018-03-31 13F AMERICAN EXPRESS COM 025816109 1,195 -99 -7.65 111 -13.95 0.0218
2018-02-06 2017-12-31 13F AMERICAN EXPRESS COM 025816109 1,294 3 0.23 129 10.26 0.0239
2017-10-30 2017-09-30 13F AMERICAN EXPRESS COM 025816109 1,291 5 0.39 117 8.33 0.0229
2017-07-25 2017-06-30 13F AMERICAN EXPRESS COM 025816109 1,286 4 0.31 108 6.93 0.0215
2017-05-02 2017-03-31 13F AMERICAN EXPRESS COM 025816109 1,282 6 0.47 101 6.32 0.0212
2017-01-20 2016-12-31 13F AMERICAN EXPRESS COM 025816109 1,276 4 0.31 95 17.28 0.0208
2016-11-10 2016-09-30 13F AMERICAN EXPRESS COM 025816109 1,272 6 0.47 81 5.19 0.0192
2016-08-11 2016-06-30 13F AMERICAN EXPRESS COM 025816109 1,266 5 0.40 77 0.00 0.0189
2016-05-04 2016-03-31 13F AMERICAN EXPRESS COM 025816109 1,261 959 317.55 77 266.67 0.0201
2016-02-08 2015-12-31 13F AMERICAN EXPRESS COM 025816109 302 200 196.08 21 162.50 0.0056
2015-11-09 2015-09-30 13F AMERICAN EXPRESS COM 025816109 102 0 0.00 8 0.00 0.0020
2015-07-24 2015-06-30 13F AMERICAN EXPRESS COM 025816109 102 -44 -30.14 8 -27.27 0.0020
2015-04-29 2015-03-31 13F AMERICAN EXPRESS COM 025816109 146 146 0.00 11 0.0027
2015-02-04 2014-12-31 13F AMERICAN EXPRESS COM 025816109 0 -152 -100.00 0 -100.00
2014-10-24 2014-09-30 13F AMERICAN EXPRESS COM 025816109 152 108 245.45 14 250.00 0.0041
2014-07-29 2014-06-30 13F AMERICAN EXPRESS COM 025816109 44 0 0.00 4 0.00 0.0013
2014-05-13 2014-03-31 13F AMERICAN EXPRESS COM 025816109 44 0 0.00 4 0.00 0.0013
2014-10-28 2013-12-31 13F AMERICAN EXPRESS COM 025816109 44 -400 -90.09 4 -90.00 0.0014
2014-10-27 2013-09-30 13F AMERICAN EXPRESS COM 025816109 444 44 11.00 40 11.11 0.0221
2014-10-27 2013-06-30 13F AMERICAN EXPRESS COM 025816109 400 0 0.00 36 0.00 0.0217
2014-10-27 2013-03-31 13F AMERICAN EXPRESS COM 025816109 400 0 0.00 36 0.00 0.0207
2014-11-03 2012-12-31 13F AMERICAN EXPRESS COM 025816109 400 0 0.00 36 0.00 0.0218
2014-11-03 2012-09-30 13F AMERICAN EXPRESS COM 025816109 400 -1,819 -81.97 36 -82.00 0.0235
2014-10-31 2012-06-30 13F AMERICAN EXPRESS COM 025816109 2,219 1,727 351.02 200 354.55 0.1211
2014-10-31 2012-03-31 13F AMERICAN EXPRESS COM 025816109 492 0 0.00 44 0.00 0.0270
2014-11-03 2011-12-31 13F AMERICAN EXPRESS COM 025816109 492 492 44 0.0298
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.