American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionPittenger & Anderson Inc
Latest Disclosed Ownership32,818 shares
Latest Disclosed Value $ 9,926,789
Pittenger & Anderson Inc reports 5.21% increase in ownership of AXP / American Express Company

On May 1, 2026 - Pittenger & Anderson Inc filed a 13F-HR form disclosing ownership of 32,818 shares of American Express Company (MX:AXP) valued at $9,926,789 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 31,193 shares of American Express Company. This represents a change in shares of 5.21% 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)
2026-05-01 2026-03-31 13F AMERICAN EXPRESS COM 025816109 32,818 1,625 5.21 9,927 -13.98 0.3950
2026-02-02 2025-12-31 13F AMERICAN EXPRESS COM 025816109 31,193 35 0.11 11,540 11.50 0.4441
2025-11-03 2025-09-30 13F AMERICAN EXPRESS COM 025816109 31,158 9,500 43.86 10,349 49.81 0.3795
2025-07-30 2025-06-30 13F AMERICAN EXPRESS COM 025816109 21,658 19,500 903.61 6,908 1,091.03 0.2526
2025-05-01 2025-03-31 13F AMERICAN EXPRESS COM 025816109 2,158 -350 -13.96 581 -22.04 0.0213
2025-01-31 2024-12-31 13F AMERICAN EXPRESS COM 025816109 2,508 350 16.22 744 27.18 0.0270
2024-10-30 2024-09-30 13F AMERICAN EXPRESS COM 025816109 2,158 -450 -17.25 585 -2.99 0.0219
2024-08-09 2024-06-30 13F AMERICAN EXPRESS COM 025816109 2,608 508 24.19 604 26.15 0.0248
2024-05-02 2024-03-31 13F AMERICAN EXPRESS COM 025816109 2,100 0 0.00 478 21.63 0.0194
2024-02-02 2023-12-31 13F AMERICAN EXPRESS COM 025816109 2,100 850 68.00 393 111.29 0.0176
2023-11-02 2023-09-30 13F AMERICAN EXPRESS COM 025816109 1,250 0 0.00 186 -14.29 0.0094
2023-08-09 2023-06-30 13F AMERICAN EXPRESS COM 025816109 1,250 0 0.00 218 5.34 0.0105
2023-05-10 2023-03-31 13F AMERICAN EXPRESS COM 025816109 1,250 0 0.00 206 11.96 0.0107
2023-02-10 2022-12-31 13F AMERICAN EXPRESS COM 025816109 1,250 750 150.00 185 174.63 0.0102
2022-11-15 2022-09-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 67 -2.90 0.0040
2022-07-14 2022-06-30 13F AMERICAN EXPRESS COM 025816109 500 -11,920 -95.97 69 -97.03 0.0040
2022-04-28 2022-03-31 13F AMERICAN EXPRESS COM 025816109 12,420 11,920 2,384.00 2,323 2,732.93 0.1139
2022-02-10 2021-12-31 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 82 -2.38 0.0038
2021-11-12 2021-09-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 84 1.20 0.0042
2021-08-13 2021-06-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 83 16.90 0.0043
2021-05-12 2021-03-31 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 71 18.33 0.0038
2021-02-11 2020-12-31 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 60 20.00 0.0034
2020-11-10 2020-09-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 50 4.17 0.0032
2020-08-13 2020-06-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 48 11.63 0.0034
2020-04-30 2020-03-31 13F AMERICAN EXPRESS COM 025816109 500 -321 -39.10 43 -57.84 0.0037
2020-02-12 2019-12-31 13F AMERICAN EXPRESS COM 025816109 821 0 0.00 102 5.15 0.0068
2019-11-14 2019-09-30 13F AMERICAN EXPRESS COM 025816109 821 321 64.20 97 56.45 0.0070
2019-08-09 2019-06-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 62 12.73 0.0046
2019-05-10 2019-03-31 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 55 14.58 0.0043
2019-02-14 2018-12-31 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 48 -9.43 0.0044
2018-10-12 2018-09-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 53 8.16 0.0042
2018-08-15 2018-06-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 49 4.26 0.0042
2018-05-08 2018-03-31 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 47 -6.00 0.0041
2018-02-13 2017-12-31 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 50 11.11 0.0044
2017-11-13 2017-09-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 45 7.14 0.0041
2017-08-10 2017-06-30 13F AMERICAN EXPRESS COM 025816109 500 0 0.00 42 5.00 0.0040
2017-05-15 2017-03-31 13F AMERICAN EXPRESS COM 025816109 500 -3,700 -88.10 40 -87.14 0.0040
2017-02-16 2016-12-31 13F AMERICAN EXPRESS COM 025816109 4,200 -75 -1.75 311 13.50 0.0331
2016-11-14 2016-09-30 13F AMERICAN EXPRESS COM 025816109 4,275 -2,835 -39.87 274 -36.57 0.0304
2016-08-09 2016-06-30 13F AMERICAN EXPRESS COM 025816109 7,110 -3,325 -31.86 432 -32.61 0.0476
2016-05-13 2016-03-31 13F AMERICAN EXPRESS COM 025816109 10,435 -8,535 -44.99 641 -51.40 0.0745
2016-02-10 2015-12-31 13F AMERICAN EXPRESS COM 025816109 18,970 -31,390 -62.33 1,319 -64.67 0.1652
2015-11-10 2015-09-30 13F AMERICAN EXPRESS COM 025816109 50,360 -715 -1.40 3,733 -5.97 0.4934
2015-08-14 2015-06-30 13F AMERICAN EXPRESS COM 025816109 51,075 1,125 2.25 3,970 1.74 0.5095
2015-05-12 2015-03-31 13F AMERICAN EXPRESS COM 025816109 49,950 3,250 6.96 3,902 -10.20 0.5026
2015-02-18 2014-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 46,700 760 1.65 4,345 8.03 0.5729
2015-02-13 2014-12-31 13F AMERICAN EXPRESS COM 025816109 46,700 4,345
2014-11-13 2014-09-30 13F American Express COM 025816109 45,940 -215 -0.47 4,022 -8.15 0.5896
2014-08-15 2014-06-30 13F AMERICAN EXPRESS COM 025816109 46,155 80 0.17 4,379 5.57 0.6449
2014-05-13 2014-03-31 13F AMERICAN EXPRESS COM 025816109 46,075 -4,875 -9.57 4,148 -10.27 0.5782
2014-02-07 2013-12-31 13F AMERICAN EXPRESS COM 025816109 50,950 770 1.53 4,623 21.98 0.6486
2013-11-12 2013-09-30 13F AMERICAN EXPRESS COM 025816109 50,180 830 1.68 3,790 2.74 0.6059
2013-08-08 2013-06-30 13F AMERICAN EXPRESS COM 025816109 49,350 49,350 3,689 0.6367
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.