American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionWedbush Securities Inc
Latest Disclosed Ownership23,914 shares
Latest Disclosed Value $ 7,234
Wedbush Securities Inc reports 0.89% increase in ownership of AXP / American Express Company

On April 21, 2026 - Wedbush Securities Inc filed a 13F-HR form disclosing ownership of 23,914 shares of American Express Company (MX:AXP) valued at $7,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 23,702 shares of American Express Company. This represents a change in shares of 0.89% 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)
2026-04-21 2026-03-31 13F AMERICAN EXPRESS COM 025816109 23,914 212 0.89 7 -12.50 0.2109
2026-02-12 2025-12-31 13F AMERICAN EXPRESS COM 025816109 23,702 748 3.26 9 14.29 0.2558
2025-11-06 2025-09-30 13F AMERICAN EXPRESS COM 025816109 22,954 886 4.01 8 0.00 0.2491
2025-08-06 2025-06-30 13F AMERICAN EXPRESS COM 025816109 22,068 -686 -3.01 7 16.67 0.2460
2025-05-06 2025-03-31 13F AMERICAN EXPRESS COM 025816109 22,754 -249 -1.08 6 0.00 0.2247
2025-02-13 2024-12-31 13F AMERICAN EXPRESS COM 025816109 23,003 -1,776 -7.17 7 0.00 0.2434
2024-11-08 2024-09-30 13F AMERICAN EXPRESS COM 025816109 24,779 -3,529 -12.47 7 0.00 0.2493
2024-08-07 2024-06-30 13F AMERICAN EXPRESS COM 025816109 28,308 -2,658 -8.58 7 -14.29 0.2343
2024-05-15 2024-03-31 13F AMERICAN EXPRESS COM 025816109 30,966 1,301 4.39 7 40.00 0.2630
2024-02-12 2023-12-31 13F AMERICAN EXPRESS COM 025816109 29,665 1,382 4.89 6 25.00 0.2461
2023-11-14 2023-09-30 13F AMERICAN EXPRESS COM 025816109 28,283 -3,326 -10.52 4 -20.00 0.2099
2023-08-14 2023-06-30 13F AMERICAN EXPRESS COM 025816109 31,609 -279 -0.87 6 0.00 0.2627
2023-05-09 2023-03-31 13F AMERICAN EXPRESS COM 025816109 31,888 921 2.97 5 25.00 0.2632
2023-01-31 2022-12-31 13F AMERICAN EXPRESS COM 025816109 30,967 2,647 9.35 5 -99.90 0.2515
2022-10-18 2022-09-30 13F AMERICAN EXPRESS COM 025816109 28,320 2,691 10.50 3,821 7.54 0.2146
2022-07-21 2022-06-30 13F AMERICAN EXPRESS COM 025816109 25,629 749 3.01 3,553 -23.64 0.1935
2022-04-19 2022-03-31 13F AMERICAN EXPRESS COM 025816109 24,880 429 1.75 4,653 16.33 0.2129
2022-01-13 2021-12-31 13F AMERICAN EXPRESS COM 025816109 24,451 560 2.34 4,000 -0.05 0.1723
2021-10-08 2021-09-30 13F AMERICAN EXPRESS COM 025816109 23,891 116 0.49 4,002 1.88 0.1899
2021-07-27 2021-06-30 13F AMERICAN EXPRESS COM 025816109 23,775 865 3.78 3,928 21.23 0.1857
2021-04-26 2021-03-31 13F AMERICAN EXPRESS COM 025816109 22,910 11,304 97.40 3,240 130.93 0.1794
2021-02-16 2020-12-31 13F AMERICAN EXPRESS COM 025816109 11,606 -958 -7.62 1,403 11.35 0.1230
2020-10-20 2020-09-30 13F AMERICAN EXPRESS COM 025816109 12,564 -956 -7.07 1,260 -2.10 0.1208
2020-07-16 2020-06-30 13F AMERICAN EXPRESS COM 025816109 13,520 -1,278 -8.64 1,287 1.58 0.1217
2020-04-17 2020-03-31 13F AMERICAN EXPRESS COM 025816109 14,798 875 6.28 1,267 -26.89 0.1508
2020-01-16 2019-12-31 13F AMERICAN EXPRESS COM 025816109 13,923 413 3.06 1,733 8.45 0.1540
2019-10-17 2019-09-30 13F AMERICAN EXPRESS COM 025816109 13,510 -434 -3.11 1,598 -7.15 0.1563
2019-08-01 2019-06-30 13F AMERICAN EXPRESS COM 025816109 13,944 -1,014 -6.78 1,721 5.26 0.1730
2019-04-17 2019-03-31 13F AMERICAN EXPRESS COM 025816109 14,958 885 6.29 1,635 21.92 0.1757
2019-01-31 2018-12-31 13F AMERICAN EXPRESS COM 025816109 14,073 956 7.29 1,341 -4.01 0.1714
2018-11-13 2018-09-30 13F AMERICAN EXPRESS COM 025816109 13,117 173 1.34 1,397 10.17 0.1585
2018-08-03 2018-06-30 13F AMERICAN EXPRESS COM 025816109 12,944 989 8.27 1,268 13.72 0.1572
2018-05-01 2018-03-31 13F AMERICAN EXPRESS COM 025816109 11,955 -1,328 -10.00 1,115 -15.47 0.1456
2018-02-09 2017-12-31 13F AMERICAN EXPRESS COM 025816109 13,283 -703 -5.03 1,319 4.27 0.1611
2017-10-31 2017-09-30 13F AMERICAN EXPRESS COM 025816109 13,986 -664 -4.53 1,265 2.51 0.1643
2017-08-02 2017-06-30 13F AMERICAN EXPRESS COM 025816109 14,650 1,764 13.69 1,234 21.10 0.1601
2017-05-05 2017-03-31 13F AMERICAN EXPRESS COM 025816109 12,886 -3,265 -20.22 1,019 -14.80 0.1381
2017-01-25 2016-12-31 13F AMERICAN EXPRESS COM 025816109 16,151 -142 -0.87 1,196 14.67 0.1761
2016-11-04 2016-09-30 13F AMERICAN EXPRESS COM 025816109 16,293 3,191 24.36 1,043 31.03 0.1553
2016-08-02 2016-06-30 13F AMERICAN EXPRESS COM 025816109 13,102 201 1.56 796 0.51 0.1303
2016-05-02 2016-03-31 13F AMERICAN EXPRESS COM 025816109 12,901 1,392 12.09 792 -1.00 0.1376
2016-02-03 2015-12-31 13F AMERICAN EXPRESS COM 025816109 11,509 4,767 70.71 800 60.00 0.1446
2015-10-28 2015-09-30 13F AMERICAN EXPRESS COM 025816109 6,742 -910 -11.89 500 -15.97 0.1004
2015-08-10 2015-06-30 13F AMERICAN EXPRESS COM 025816109 7,652 -2,093 -21.48 595 -21.81 0.1098
2015-05-12 2015-03-31 13F AMERICAN EXPRESS COM 025816109 9,745 9,745 0.00 761 0.1293
2015-01-27 2014-12-31 13F AMERICAN EXPRESS COM 025816109 0 -19,782 -100.00 0 -100.00
2014-11-07 2014-09-30 13F AMERICAN EXPRESS COM 025816109 19,782 208 1.06 1,732 -6.73 0.2697
2014-08-04 2014-06-30 13F AMERICAN EXPRESS COM 025816109 19,574 195 1.01 1,857 6.42 0.2962
2014-05-09 2014-03-31 13F AMERICAN EXPRESS COM 025816109 19,379 639 3.41 1,745 2.65 0.3058
2014-02-03 2013-12-31 13F AMERICAN EXPRESS COM 025816109 18,740 464 2.54 1,700 23.19 0.4015
2013-10-28 2013-09-30 13F AMERICAN EXPRESS COM 025816109 18,276 265 1.47 1,380 2.53 0.3645
2013-08-12 2013-06-30 13F AMERICAN EXPRESS COM 025816109 18,011 18,011 1,346 0.3693
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.