American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership1,510 shares
Latest Disclosed Value $ 456,745
Mv Capital Management, Inc. reports 0.33% decrease in ownership of AXP / American Express Company

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,510 shares of American Express Company (MX:AXP) valued at $456,745 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 1,515 shares of American Express Company. This represents a change in shares of -0.33% 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)
2026-04-30 2026-03-31 13F AMERICAN EXPRESS COM 025816109 1,510 -5 -0.33 457 -18.57 0.0448
2026-02-23 2025-12-31 13F AMERICAN EXPRESS COM 025816109 1,515 5 0.33 560 11.78 0.0539
2026-02-23 2025-09-30 13F AMERICAN EXPRESS COM 025816109 1,510 0 0.00 502 4.16 0.0481
2025-08-08 2025-06-30 13F AMERICAN EXPRESS COM 025816109 1,510 -12 -0.79 482 17.60 0.0495
2025-04-15 2025-03-31 13F AMERICAN EXPRESS COM 025816109 1,522 0 0.00 409 -9.31 0.0439
2025-02-12 2024-12-31 13F AMERICAN EXPRESS COM 025816109 1,522 1 0.07 452 9.47 0.0482
2024-11-04 2024-09-30 13F AMERICAN EXPRESS COM 025816109 1,521 11 0.73 412 18.05 0.0438
2024-08-01 2024-06-30 13F AMERICAN EXPRESS COM 025816109 1,510 10 0.67 350 2.35 0.0393
2024-04-18 2024-03-31 13F AMERICAN EXPRESS COM 025816109 1,500 6 0.40 342 22.22 0.0391
2024-01-29 2023-12-31 13F AMERICAN EXPRESS COM 025816109 1,494 -43 -2.80 280 21.83 0.0354
2023-11-07 2023-09-30 13F AMERICAN EXPRESS COM 025816109 1,537 6 0.39 229 -13.91 0.0306
2023-08-03 2023-06-30 13F AMERICAN EXPRESS COM 025816109 1,531 8 0.53 267 5.98 0.0354
2023-04-26 2023-03-31 13F AMERICAN EXPRESS COM 025816109 1,523 15 0.99 251 13.06 0.0353
2023-01-27 2022-12-31 13F AMERICAN EXPRESS COM 025816109 1,508 115 8.26 223 18.09 0.0344
2022-10-24 2022-09-30 13F AMERICAN EXPRESS COM 025816109 1,393 70 5.29 188 2.73 0.0324
2022-07-19 2022-06-30 13F AMERICAN EXPRESS COM 025816109 1,323 -80 -5.70 183 -30.15 0.0311
2022-05-09 2022-03-31 13F AMERICAN EXPRESS COM 025816109 1,403 98 7.51 262 23.00 0.0395
2022-02-02 2021-12-31 13F AMERICAN EXPRESS COM 025816109 1,305 3 0.23 213 -2.29 0.0310
2021-11-12 2021-09-30 13F AMERICAN EXPRESS COM 025816109 1,302 71 5.77 218 7.39 0.0360
2021-08-03 2021-06-30 13F AMERICAN EXPRESS COM 025816109 1,231 88 7.70 203 25.31 0.0345
2021-05-12 2021-03-31 13F AMERICAN EXPRESS COM 025816109 1,143 17 1.51 162 19.12 0.0296
2021-02-08 2020-12-31 13F AMERICAN EXPRESS COM 025816109 1,126 0 0.00 136 20.35 0.0258
2020-11-12 2020-09-30 13F AMERICAN EXPRESS COM 025816109 1,126 0 0.00 113 5.61 0.0235
2020-08-04 2020-06-30 13F AMERICAN EXPRESS COM 025816109 1,126 0 0.00 107 11.46 0.0252
2020-04-28 2020-03-31 13F AMERICAN EXPRESS COM 025816109 1,126 0 0.00 96 -31.43 0.0250
2020-02-05 2019-12-31 13F AMERICAN EXPRESS COM 025816109 1,126 0 0.00 140 5.26 0.0302
2019-11-21 2019-09-30 13F AMERICAN EXPRESS COM 025816109 1,126 0 0.00 133 -4.32 0.0302
2019-08-07 2019-06-30 13F AMERICAN EXPRESS COM 025816109 1,126 0 0.00 139 13.01 0.0321
2019-05-02 2019-03-31 13F AMERICAN EXPRESS COM 025816109 1,126 -13 -1.14 123 12.84 0.0296
2019-02-13 2018-12-31 13F AMERICAN EXPRESS COM 025816109 1,139 0 0.00 109 -9.92 0.0305
2018-11-06 2018-09-30 13F AMERICAN EXPRESS COM 025816109 1,139 0 0.00 121 8.04 0.0301
2018-08-14 2018-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 1,139 -98 -7.92 112 -2.61 0.0291
2018-08-14 2018-06-30 13F AMERICAN EXPRESS COM 025816109 1,237 0 115
2018-05-09 2018-03-31 13F AMERICAN EXPRESS COM 025816109 1,237 -120 -8.84 115 -14.81 0.0304
2018-03-05 2017-12-31 13F AMERICAN EXPRESS COM 025816109 1,357 -79 -5.50 135 3.85 0.0367
2017-11-15 2017-09-30 13F AMERICAN EXPRESS COM 025816109 1,436 -12 -0.83 130 6.56 0.0365
2017-08-01 2017-06-30 13F AMERICAN EXPRESS COM 025816109 1,448 49 3.50 122 9.91 0.0360
2017-05-15 2017-03-31 13F AMERICAN EXPRESS COM 025816109 1,399 33 2.42 111 9.90 0.0349
2017-02-14 2016-12-31 13F AMERICAN EXPRESS COM 025816109 1,366 63 4.83 101 21.69 0.0363
2016-11-15 2016-09-30 13F AMERICAN EXPRESS COM 025816109 1,303 105 8.76 83 13.70 0.0301
2016-08-12 2016-06-30 13F AMERICAN EXPRESS COM 025816109 1,198 24 2.04 73 1.39 0.0265
2016-05-13 2016-03-31 13F AMERICAN EXPRESS COM 025816109 1,174 0 0.00 72 -12.20 0.0292
2016-02-12 2015-12-31 13F AMERICAN EXPRESS COM 025816109 1,174 0 0.00 82 -5.75 0.0323
2015-11-13 2015-09-30 13F AMERICAN EXPRESS COM 025816109 1,174 0 0.00 87 -4.40 0.0396
2015-08-14 2015-06-30 13F AMERICAN EXPRESS COM 025816109 1,174 -34 -2.81 91 -3.19 0.0370
2015-05-13 2015-03-31 13F AMERICAN EXPRESS COM 025816109 1,208 0 0.00 94 -16.07 0.0393
2015-03-12 2014-12-31 13F AMERICAN EXPRESS COM 025816109 1,208 1,208 112 0.0509
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.