American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionTower Bridge Advisors
Latest Disclosed Ownership17,349 shares
Latest Disclosed Value $ 5,247,726
Tower Bridge Advisors reports 3.37% increase in ownership of AXP / American Express Company

On May 12, 2026 - Tower Bridge Advisors filed a 13F-HR form disclosing ownership of 17,349 shares of American Express Company (MX:AXP) valued at $5,247,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 16,784 shares of American Express Company. This represents a change in shares of 3.37% 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)
2026-05-12 2026-03-31 13F American Express Common 025816109 17,349 565 3.37 5,248 -15.49 0.3680
2026-02-13 2025-12-31 13F AMERICAN EXPRESS C COMMON 025816109 16,784 730 4.55 6,209 16.45 0.6271
2025-11-12 2025-09-30 13F AMERICAN EXPRESS COMMON 025816109 16,054 -655 -3.92 5,332 0.06 0.5325
2025-08-11 2025-06-30 13F AMERICAN EXPRESS COMMON 025816109 16,709 3,810 29.54 5,330 53.57 0.5730
2025-05-08 2025-03-31 13F AMERICAN EXPRESS C COMMON 025816109 12,899 447 3.59 3,470 -6.09 0.3878
2025-02-05 2024-12-31 13F AMERICAN EXPRESS COMMON 025816109 12,452 -1,175 -8.62 3,696 0.00 0.3936
2024-11-06 2024-09-30 13F AMERICAN EXPRESS COMMON 025816109 13,627 0 0.00 3,696 17.12 0.3835
2024-07-24 2024-06-30 13F AMERICAN EXPRESS COMMON 025816109 13,627 0 0.00 3,155 1.71 0.3507
2024-04-29 2024-03-31 13F AMERICAN EXPRESS COMMON 025816109 13,627 -1,450 -9.62 3,103 9.84 0.3158
2024-02-14 2023-12-31 13F AMERICAN EXPRESS COMMON 025816109 15,077 -50 -0.33 2,825 25.18 0.2430
2023-11-01 2023-09-30 13F AMERICAN EXPRESS COMMON 025816109 15,127 0 0.00 2,257 -14.38 0.2089
2023-07-20 2023-06-30 13F AMERICAN EXPRESS COM 025816109 15,127 -1,050 -6.49 2,635 -1.24 0.2416
2023-04-26 2023-03-31 13F AMERICAN EXPRESS COMMON 025816109 16,177 0 0.00 2,668 11.63 0.2185
2023-01-27 2022-12-31 13F AMERICAN EXPRESS COMMON 025816109 16,177 0 0.00 2,390 9.53 0.1985
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COMMON 025816109 16,177 -150 -0.92 2,182 -3.58 0.1939
2022-07-21 2022-06-30 13F AMERICAN EXPRESS COMMON 025816109 16,327 150 0.93 2,263 -25.19 0.1846
2022-05-05 2022-03-31 13F AMERICAN EXPRESS COMMON 025816109 16,177 225 1.41 3,025 15.94 0.2022
2022-02-09 2021-12-31 13F AMERICAN EXPRESS COMMON 025816109 15,952 76 0.48 2,610 -1.88 0.1602
2021-10-28 2021-09-30 13F AMERICAN EXPRESS COMMON 025816109 15,876 0 0.00 2,660 1.37 0.1774
2021-08-10 2021-06-30 13F AMERICAN EXPRESS COMMON 025816109 15,876 -20 -0.13 2,623 16.68 0.1748
2021-05-12 2021-03-31 13F AMERICAN EXPRESS COMMON 025816109 15,896 2,218 16.22 2,248 36.00 0.1693
2021-02-11 2020-12-31 13F AMERICAN EXPRESS COMMON 025816109 13,678 500 3.79 1,654 25.13 0.1347
2020-11-13 2020-09-30 13F AMERICAN EXPRESS COMMON 025816109 13,178 0 0.00 1,321 5.34 0.1350
2020-07-22 2020-06-30 13F AMERICAN EXPRESS COMMON 025816109 13,178 0 0.00 1,255 11.17 0.1407
2020-04-27 2020-03-31 13F AMERICAN EXPRESS COMMON 025816109 13,178 6,515 97.78 1,128 36.07 0.1481
2020-02-05 2019-12-31 13F AMERICAN EXPRESS COMMON 025816109 6,663 -6,415 -49.05 829 -47.80 0.0876
2019-11-12 2019-09-30 13F AMERICAN EXPRESS COMMON 025816109 13,078 428 3.38 1,589 1.73 0.1739
2019-08-06 2019-06-30 13F AMERICAN EXPRESS COMMON 025816109 12,650 0 0.00 1,562 12.95 0.1747
2019-04-30 2019-03-31 13F AMERICAN EXPRESS COMMON 025816109 12,650 0 0.00 1,383 14.69 0.1605
2019-02-07 2018-12-31 13F AMERICAN EXPRESS COMMON 025816109 12,650 -450 -3.44 1,206 -13.62 0.1553
2018-10-23 2018-09-30 13F AMERICAN EXPRESS COMMON 025816109 13,100 0 0.00 1,395 8.73 0.1457
2018-08-09 2018-06-30 13F AMERICAN EXPRESS COMMON 025816109 13,100 0 0.00 1,284 5.08 0.1432
2018-05-02 2018-03-31 13F AMERICAN EXPRESS COMMON 025816109 13,100 0 0.00 1,222 -6.08 0.1355
2018-01-30 2017-12-31 13F AMERICAN EXPRESS COMMON 025816109 13,100 -200 -1.50 1,301 8.06 0.1395
2017-11-06 2017-09-30 13F AMERICAN EXPRESS COMMON 025816109 13,300 0 0.00 1,203 7.41 0.1367
2017-07-26 2017-06-30 13F AMERICAN EXPRESS COMMON 025816109 13,300 -50 -0.37 1,120 6.06 0.1284
2017-05-02 2017-03-31 13F AMERICAN EXPRESS COMMON 025816109 13,350 -2,613 -16.37 1,056 -10.66 0.1233
2017-01-31 2016-12-31 13F AMERICAN EXPRESS COMMON 025816109 15,963 -100 -0.62 1,183 14.98 0.1433
2016-10-27 2016-09-30 13F AMERICAN EXPRESS COMMON 025816109 16,063 -291 -1.78 1,029 3.52 0.1252
2016-08-12 2016-06-30 13F AMERICAN EXPRESS COMMON 025816109 16,354 -1,200 -6.84 994 -7.80 0.1238
2016-05-12 2016-03-31 13F AMERICAN EXPRESS COMMON 025816109 17,554 0 0.00 1,078 -11.72 0.1346
2016-02-02 2015-12-31 13F AMERICAN EXPRESS COMMON 025816109 17,554 0 0.00 1,221 -6.23 0.1590
2015-11-13 2015-09-30 13F/A-1 AMERICAN EXPRESS COMMON 025816109 17,554 0 0.00 1,301 -4.62 0.1791
2015-11-12 2015-09-30 13F AMERICAN EXPRESS COMMON 025816109 17,554 1,364
2015-08-13 2015-06-30 13F AMERICAN EXPRESS COMMON 025816109 17,554 0 0.00 1,364 -0.51 0.1726
2015-05-14 2015-03-31 13F AMERICAN EXPRESS COMMON 025816109 17,554 -159 -0.90 1,371 -16.81 0.1737
2015-02-19 2014-12-31 13F AMERICAN EXPRESS COMMON 025816109 17,713 898 5.34 1,648 12.03 0.2026
2014-11-12 2014-09-30 13F AMERICAN EXPRESS COMMON 025816109 16,815 -100 -0.59 1,472 -8.29 0.1857
2014-08-26 2014-06-30 13F AMERICAN EXPRESS COMMON 025816109 16,915 -487 -2.80 1,605 2.43 0.1979
2014-05-08 2014-03-31 13F AMERICAN EXPRESS COMMON 025816109 17,402 -100 -0.57 1,567 -1.32 0.2013
2014-02-10 2013-12-31 13F AMERICAN EXPRESS COMMON 025816109 17,502 0 0.00 1,588 20.14 0.2085
2013-11-05 2013-09-30 13F AMERICAN EXPRESS COMMON 025816109 17,502 0 0.00 1,322 0.99 0.1896
2013-07-24 2013-06-30 13F AMERICAN EXPRESS COMMON 025816109 17,502 17,502 1,308 0.1939
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.