American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionWelch Group, LLC
Latest Disclosed Ownership18,908 shares
Latest Disclosed Value $ 5,719,292
Welch Group, LLC reports 0.08% increase in ownership of AXP / American Express Company

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 18,908 shares of American Express Company (MX:AXP) valued at $5,719,292 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 18,892 shares of American Express Company. This represents a change in shares of 0.08% 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 COMMON 025816109 18,908 16 0.08 5,719 -18.17 0.2149
2026-01-26 2025-12-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 18,892 26 0.14 6,989 11.54 0.2694
2025-10-14 2025-09-30 13F AMERICAN EXPRESS COMMON 025816109 18,866 33 0.18 6,267 4.31 0.2446
2025-07-25 2025-06-30 13F AMERICAN EXPRESS COMMON 025816109 18,833 24 0.13 6,007 20.31 0.2510
2025-04-08 2025-03-31 13F AMERICAN EXPRESS COMMON 025816109 18,809 -14 -0.07 4,993 -10.78 0.2196
2025-01-27 2024-12-31 13F AMERICAN EXPRESS COMMON 025816109 18,823 323 1.75 5,597 11.54 0.2520
2024-10-24 2024-09-30 13F AMERICAN EXPRESS COMMON 025816109 18,500 1,658 9.84 5,017 28.67 0.2181
2024-07-17 2024-06-30 13F AMERICAN EXPRESS COMMON 025816109 16,842 3,500 26.23 3,900 28.38 0.1874
2024-04-09 2024-03-31 13F AMERICAN EXPRESS COMMON 025816109 13,342 0 0.00 3,038 21.53 0.1507
2024-01-23 2023-12-31 13F AMERICAN EXPRESS Common 025816109 13,342 1,000 8.10 2,499 35.74 0.1346
2023-10-18 2023-09-30 13F AMERICAN EXPRESS Common 025816109 12,342 -88 -0.71 1,841 -14.97 0.1091
2023-07-18 2023-06-30 13F AMERICAN EXPRESS Common 025816109 12,430 0 0.00 2,165 5.61 0.1241
2023-04-13 2023-03-31 13F AMERICAN EXPRESS Common 025816109 12,430 0 0.00 2,050 11.66 0.1192
2023-01-30 2022-12-31 13F AMERICAN EXPRESS Common 025816109 12,430 -671 -5.12 1,837 3.90 0.1051
2022-10-13 2022-09-30 13F AMERICAN EXPRESS COMMON 025816109 13,101 0 0.00 1,767 -2.70 0.1150
2022-07-21 2022-06-30 13F AMERICAN EXPRESS COMMON 025816109 13,101 25 0.19 1,816 -25.73 0.1108
2022-04-29 2022-03-31 13F AMERICAN EXPRESS COMMON 025816109 13,076 64 0.49 2,445 14.84 0.1396
2022-01-26 2021-12-31 13F AMERICAN EXPRESS COMMON 025816109 13,012 0 0.00 2,129 -2.34 0.1245
2021-11-05 2021-09-30 13F AMERICAN EXPRESS COMMON 025816109 13,012 -229 -1.73 2,180 -0.37 0.1476
2021-07-21 2021-06-30 13F AMERICAN EXPRESS COMMON 025816109 13,241 -21 -0.16 2,188 16.63 0.1492
2021-04-23 2021-03-31 13F AMERICAN EXPRESS COMMON 025816109 13,262 -2,362 -15.12 1,876 -0.69 0.1350
2021-01-25 2020-12-31 13F AMERICAN EXPRESS Common 025816109 15,624 166 1.07 1,889 21.87 0.1515
2020-10-28 2020-09-30 13F AMERICAN EXPRESS Common 025816109 15,458 3,197 26.07 1,550 32.82 0.1354
2020-07-22 2020-06-30 13F AMERICAN EXPRESS Common 025816109 12,261 842 7.37 1,167 19.33 0.1090
2020-04-28 2020-03-31 13F AMERICAN EXPRESS Common 025816109 11,419 6,093 114.40 978 47.51 0.1043
2020-01-24 2019-12-31 13F American Express Common 025816109 5,326 1,425 36.53 663 43.82 0.0652
2019-11-05 2019-09-30 13F American Express Common 025816109 3,901 46 1.19 461 -3.15 0.0474
2019-07-11 2019-06-30 13F American Express Common 025816109 3,855 84 2.23 476 15.53 0.0508
2019-04-15 2019-03-31 13F American Express Common 025816109 3,771 56 1.51 412 16.38 0.0454
2019-01-10 2018-12-31 13F American Express Common 025816109 3,715 572 18.20 354 5.67 0.0434
2018-11-01 2018-09-30 13F American Express Common 025816109 3,143 598 23.50 335 34.54 0.0349
2018-07-30 2018-06-30 13F American Express Common 025816109 2,545 -136 -5.07 249 -0.40 0.0310
2018-04-23 2018-03-31 13F American Express Common 025816109 2,681 306 12.88 250 5.93 0.0317
2018-02-01 2017-12-31 13F American Express Common 025816109 2,375 0 0.00 236 9.77 0.0366
2017-11-07 2017-09-30 13F American Express Common 025816109 2,375 -334 -12.33 215 -5.70 0.0359
2017-08-07 2017-06-30 13F American Express Common 025816109 2,709 375 16.07 228 23.24 0.0380
2017-05-01 2017-03-31 13F American Express Common 025816109 2,334 -88 -3.63 185 3.35 0.0348
2017-02-09 2016-12-31 13F American Express Common 025816109 2,422 74 3.15 179 19.33 0.0350
2016-10-28 2016-09-30 13F American Express Common 025816109 2,348 429 22.36 150 28.21 0.0298
2016-07-27 2016-06-30 13F American Express Common 025816109 1,919 -1,264 -39.71 117 -40.00 0.0238
2016-05-05 2016-03-31 13F American Express Common 025816109 3,183 139 4.57 195 -8.02 0.0326
2016-01-21 2015-12-31 13F American Express Common 025816109 3,044 25 0.83 212 -5.36 0.0381
2015-10-23 2015-09-30 13F American Express COM 025816109 3,019 195 6.91 224 2.28 0.0433
2015-07-31 2015-06-30 13F American Express Common 025816109 2,824 100 3.67 219 2.82 0.0415
2015-04-29 2015-03-31 13F American Express Common 025816109 2,724 -105 -3.71 213 -19.01 0.0391
2015-01-20 2014-12-31 13F American Express Common 025816109 2,829 113 4.16 263 10.50 0.0507
2014-10-29 2014-09-30 13F American Express Common 025816109 2,716 -47 -1.70 238 -9.16 0.0492
2014-07-22 2014-06-30 13F American Express Common 025816109 2,763 75 2.79 262 8.26 0.0543
2014-04-23 2014-03-31 13F American Express COM 025816109 2,688 -98 -3.52 242 -4.35 0.0548
2014-02-07 2013-12-31 13F American Express Common 025816109 2,786 147 5.57 253 27.14 0.0574
2013-10-04 2013-09-30 13F American Express Common 025816109 2,639 120 4.76 199 5.85 0.0489
2013-07-29 2013-06-30 13F American Express Common 025816109 2,519 2,519 188 0.0488
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.