American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership9,716 shares
Latest Disclosed Value $ 2,938,859
Western Wealth Management, LLC reports 15.27% increase in ownership of AXP / American Express Company

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,716 shares of American Express Company (MX:AXP) valued at $2,938,859 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,429 shares of American Express Company. This represents a change in shares of 15.27% 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)
2026-05-19 2026-03-31 13F AMERICAN EXPRESS COM 025816109 9,716 1,287 15.27 2,939 -5.77 0.0683
2026-02-05 2025-12-31 13F AMERICAN EXPRESS Common Stock 025816109 8,429 -22 -0.26 3,118 11.08 0.1437
2025-11-06 2025-09-30 13F AMERICAN EXPRESS Common Stock 025816109 8,451 -22 -0.26 2,807 3.89 0.1481
2025-08-11 2025-06-30 13F AMERICAN EXPRESS Common Stock 025816109 8,473 405 5.02 2,703 24.52 0.1604
2025-04-23 2025-03-31 13F AMERICAN EXPRESS Common Stock 025816109 8,068 -12 -0.15 2,171 -9.51 0.1437
2025-04-16 2024-12-31 13F/A-1 AMERICAN EXPRESS Common Stock 025816109 8,080 -447 -5.24 2,398 3.72 0.1563
2025-02-18 2024-12-31 13F AMERICAN EXPRESS COM 025816109 1,165 -7,362 346 0.1038
2024-11-12 2024-09-30 13F AMERICAN EXPRESS COM 025816109 8,527 1,023 13.63 2,313 33.10 0.1318
2024-07-19 2024-06-30 13F AMERICAN EXPRESS COM 025816109 7,504 267 3.69 1,738 5.46 0.1288
2024-05-03 2024-03-31 13F AMERICAN EXPRESS COM 025816109 7,237 -1,021 -12.36 1,648 6.46 0.1281
2024-01-31 2023-12-31 13F AMERICAN EXPRESS COM 025816109 8,258 -180 -2.13 1,547 22.97 0.1115
2023-11-08 2023-09-30 13F AMERICAN EXPRESS COM 025816109 8,438 -239 -2.75 1,259 -16.74 0.1064
2023-08-30 2023-06-30 13F AMERICAN EXPRESS COM 025816109 8,677 -49 -0.56 1,511 5.00 0.1289
2023-08-30 2023-03-31 13F AMERICAN EXPRESS COM 025816109 8,726 348 4.15 1,439 16.33 0.1339
2023-02-03 2022-12-31 13F AMERICAN EXPRESS COM 025816109 8,378 -6,670 -44.32 1,238 -39.72 0.1265
2022-11-07 2022-09-30 13F AMERICAN EXPRESS COM 025816109 15,048 -3,813 -20.22 2,052 -21.77 0.1175
2022-07-18 2022-06-30 13F AMERICAN EXPRESS COM 025816109 18,861 -3,017 -13.79 2,623 -35.87 0.1506
2022-05-10 2022-03-31 13F AMERICAN EXPRESS COM 025816109 21,878 14,328 189.77 4,090 232.79 0.1985
2022-02-14 2021-12-31 13F AMERICAN EXPRESS COM 025816109 7,550 -11 -0.15 1,229 -1.05 0.1213
2021-08-09 2021-06-30 13F AMERICAN EXPRESS COM 025816109 7,561 418 5.85 1,242 22.97 0.1277
2021-05-14 2021-03-31 13F AMERICAN EXPRESS COM 025816109 7,143 725 11.30 1,010 30.15 0.1358
2021-02-10 2020-12-31 13F AMERICAN EXPRESS COM 025816109 6,418 469 7.88 776 30.20 0.1139
2020-10-27 2020-09-30 13F AMERICAN EXPRESS COM 025816109 5,949 191 3.32 596 8.76 0.0974
2020-07-20 2020-06-30 13F AMERICAN EXPRESS COM 025816109 5,758 218 3.94 548 13.93 0.0994
2020-04-27 2020-03-31 13F AMERICAN EXPRESS COM 025816109 5,540 -359 -6.09 481 -34.47 0.1103
2020-02-10 2019-12-31 13F AMERICAN EXPRESS COM 025816109 5,899 -172 -2.83 734 2.37 0.1112
2019-11-08 2019-09-30 13F AMERICAN EXPRESS COM 025816109 6,071 172 2.92 717 -1.78 0.1492
2019-08-06 2019-06-30 13F AMERICAN EXPRESS COM 025816109 5,899 -577 -8.91 730 2.82 0.0959
2019-05-10 2019-03-31 13F AMERICAN EXPRESS COM 025816109 6,476 -145 -2.19 710 12.34 0.1580
2019-02-15 2018-12-31 13F AMERICAN EXPRESS COM 025816109 6,621 6,621 632 0.1700
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.