American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership8,496 shares
Latest Disclosed Value $ 2,569,747
Principle Wealth Partners Llc reports 1.17% decrease in ownership of AXP / American Express Company

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 8,496 shares of American Express Company (MX:AXP) valued at $2,569,747 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,597 shares of American Express Company. This represents a change in shares of -1.17% 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)
2026-05-07 2026-03-31 13F AMERICAN EXPRESS COM 025816109 8,496 -101 -1.17 2,570 -19.21 0.1469
2026-02-06 2025-12-31 13F AMERICAN EXPRESS COM 025816109 8,597 43 0.50 3,180 11.93 0.1789
2025-11-03 2025-09-30 13F AMERICAN EXPRESS COM 025816109 8,554 -272 -3.08 2,841 0.92 0.1649
2025-07-30 2025-06-30 13F AMERICAN EXPRESS COM 025816109 8,826 -190 -2.11 2,815 16.08 0.1758
2025-05-06 2025-03-31 13F AMERICAN EXPRESS COM 025816109 9,016 685 8.22 2,426 -1.90 0.1734
2025-01-29 2024-12-31 13F AMERICAN EXPRESS COM 025816109 8,331 -50 -0.60 2,473 8.80 0.1735
2024-11-13 2024-09-30 13F AMERICAN EXPRESS COM 025816109 8,381 0 0.00 2,273 17.11 0.1610
2024-08-13 2024-06-30 13F AMERICAN EXPRESS COM 025816109 8,381 0 0.00 1,941 1.68 0.1477
2024-04-23 2024-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 8,381 107 1.29 1,908 23.10 0.1490
2024-04-23 2024-03-31 13F AMERICAN EXPRESS COM 025816109 8,381 107 1,908 0.1490
2024-02-05 2023-12-31 13F AMERICAN EXPRESS COM 025816109 8,274 1,810 28.00 1,550 60.79 0.1334
2023-11-01 2023-09-30 13F AMERICAN EXPRESS COM 025816109 6,464 -120 -1.82 964 -15.88 0.0969
2023-07-31 2023-06-30 13F AMERICAN EXPRESS COM 025816109 6,584 225 3.54 1,147 9.35 0.1153
2023-05-10 2023-03-31 13F AMERICAN EXPRESS COM 025816109 6,359 0 0.00 1,049 11.61 0.1121
2023-02-02 2022-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 6,359 0 0.00 940 5.74 0.1065
2022-11-14 2022-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 6,359 590 10.23 888 11.14 0.0837
2022-08-02 2022-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 5,769 450 8.46 799 -19.62 0.0962
2022-05-12 2022-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 5,319 500 10.38 994 25.98 0.1045
2022-02-11 2021-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 4,819 -600 -11.07 789 -13.11 0.0828
2021-11-16 2021-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 5,419 -425 -7.27 908 -6.00 0.1048
2021-08-13 2021-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 5,844 100 1.74 966 18.82 0.1097
2021-05-18 2021-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 5,744 -102 -1.74 813 14.99 0.0951
2021-02-16 2020-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 5,846 1,627 38.56 707 67.14 0.0932
2020-11-16 2020-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,219 0 0.00 423 5.49 0.1179
2020-08-14 2020-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,219 4,219 401 0.1177
2020-05-13 2020-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 0 -4,219 -100.00 0 -100.00
2020-02-04 2019-12-31 13F AMERICAN EXPRESS CO COM Stock 025816109 4,219 -600 -12.45 525 -7.89 0.1677
2019-11-05 2019-09-30 13F AMERICAN EXPRESS CO COM Stock 025816109 4,819 1,234 34.42 570 28.67 0.1971
2019-11-05 2019-06-30 13F AMERICAN EXPRESS CO COM Stock 025816109 3,585 0 0.00 443 13.01 0.2279
2019-10-30 2019-03-31 13F AMERICAN EXPRESS CO COM Stock 025816109 3,585 1,287 56.01 392 79.00 0.2242
2019-10-10 2018-12-31 13F AMERICAN EXPRESS Com 025816109 2,298 2,298 219 0.1838
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.