American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionRMR Wealth Builders
Latest Disclosed Ownership11,093 shares
Latest Disclosed Value $ 3,355,382
RMR Wealth Builders reports 15.38% increase in ownership of AXP / American Express Company

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 11,093 shares of American Express Company (MX:AXP) valued at $3,355,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 9,614 shares of American Express Company. This represents a change in shares of 15.38% 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)
2026-04-22 2026-03-31 13F AMERICAN EXPRESS COM 025816109 11,093 1,479 15.38 3,355 -5.65 0.2642
2026-01-29 2025-12-31 13F AMERICAN EXPRESS COM 025816109 9,614 706 7.93 3,557 20.22 0.2846
2025-11-05 2025-09-30 13F AMERICAN EXPRESS COM 025816109 8,908 514 6.12 2,959 10.50 0.2476
2025-07-08 2025-06-30 13F AMERICAN EXPRESS COM 025816109 8,394 379 4.73 2,678 24.17 0.2434
2025-04-16 2025-03-31 13F AMERICAN EXPRESS COM 025816109 8,015 349 4.55 2,157 -5.23 0.2270
2025-01-14 2024-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 7,666 527 7.38 2,275 17.51 0.2351
2025-01-10 2024-12-31 13F AMERICAN EXPRESS COM 025816109 7,666 527 2,275 0.2366
2024-10-21 2024-09-30 13F AMERICAN EXPRESS COM 025816109 7,139 -234 -3.17 1,936 13.42 0.2052
2024-07-23 2024-06-30 13F AMERICAN EXPRESS COM 025816109 7,373 644 9.57 1,707 11.42 0.1959
2024-04-15 2024-03-31 13F AMERICAN EXPRESS COM 025816109 6,729 523 8.43 1,532 31.84 0.1853
2024-02-06 2023-12-31 13F AMERICAN EXPRESS COM 025816109 6,206 1,302 26.55 1,163 58.96 0.1634
2023-10-23 2023-09-30 13F AMERICAN EXPRESS COM 025816109 4,904 2,883 142.65 732 107.67 0.1168
2023-07-21 2023-06-30 13F AMERICAN EXPRESS COM 025816109 2,021 46 2.33 352 8.31 0.0599
2023-04-11 2023-03-31 13F AMERICAN EXPRESS COM 025816109 1,975 -48 -2.37 326 9.06 0.0619
2023-02-15 2022-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 2,023 374 22.68 299 34.23 0.0678
2022-11-08 2022-09-30 13F AMERICAN EXPRESS COM 025816109 1,649 86 5.50 222 2.30 0.0543
2022-08-02 2022-06-30 13F AMERICAN EXPRESS COM 025816109 1,563 58 3.85 217 -22.78 0.0541
2022-05-13 2022-03-31 13F AMERICAN EXPRESS COM 025816109 1,505 1,505 281 0.0603
2022-02-02 2021-12-31 13F AMERICAN EXPRESS COM 025816109 0 -2,632 -100.00 0 -100.00
2021-10-18 2021-09-30 13F AMERICAN EXPRESS COM 025816109 2,632 -50 -1.86 441 -0.45 0.1295
2021-08-16 2021-06-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 2,682 -1,135 -29.74 443 -17.96 0.1452
2021-05-13 2021-03-31 13F AMERICAN EXPRESS COM 025816109 3,817 1,747 84.40 540 116.00 0.1403
2021-02-26 2020-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 2,070 -1,923 -48.16 250 -37.50 0.1228
2021-02-09 2020-12-31 13F AMERICAN EXPRESS COM 025816109 792 -3,201 250 136,853.5722
2020-11-13 2020-09-30 13F AMERICAN EXPRESS COM 025816109 3,993 1,902 90.96 400 101.01 0.1038
2020-08-19 2020-06-30 13F AMERICAN EXPRESS COM 025816109 2,091 977 87.70 199 43.17 0.1774
2020-03-03 2019-12-31 13F AMERICAN EXPRESS CO COM USD0.20 COM 025816109 1,114 1,114 139 0.1339
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.