American Express Company
US ˙ NYSE ˙ US0258161092

SecurityAXP / American Express Company
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership3,892 shares
Latest Disclosed Value $ 1,177,259
First Foundation Advisors reports 2.10% increase in ownership of AXP / American Express Company

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 3,892 shares of American Express Company (US:AXP) valued at $1,177,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,812 shares of American Express Company. This represents a change in shares of 2.10% during the quarter. The current value of the position is $1,169,818 USD.

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)
2026-05-04 2026-03-31 13F AMERICAN EXPRESS COM 025816109 3,892 80 2.10 1,177 -16.52 0.0427
2026-02-04 2025-12-31 13F AMERICAN EXPRESS COM 025816109 3,812 -48 -1.24 1,410 9.98 0.0531
2025-11-17 2025-09-30 13F AMERICAN EXPRESS COM 025816109 3,860 240 6.63 1,282 11.09 0.0474
2025-08-14 2025-06-30 13F AMERICAN EXPRESS COM 025816109 3,620 296 8.90 1,155 29.08 0.0428
2025-05-08 2025-03-31 13F AMERICAN EXPRESS COM 025816109 3,324 -7 -0.21 894 -9.51 0.0364
2025-02-13 2024-12-31 13F AMERICAN EXPRESS COM 025816109 3,331 -10 -0.30 989 9.05 0.0372
2024-11-14 2024-09-30 13F AMERICAN EXPRESS COM 025816109 3,341 123 3.82 906 21.61 0.0341
2024-08-06 2024-06-30 13F AMERICAN EXPRESS COM 025816109 3,218 -43 -1.32 745 0.40 0.0285
2024-05-10 2024-03-31 13F AMERICAN EXPRESS COM 025816109 3,261 220 7.23 743 30.40 0.0297
2024-02-14 2023-12-31 13F AMERICAN EXPRESS COM 025816109 3,041 -1,490 -32.88 570 -15.70 0.0260
2023-11-15 2023-09-30 13F AMERICAN EXPRESS COM 025816109 4,531 -236 -4.95 676 -18.67 0.0316
2023-08-14 2023-06-30 13F AMERICAN EXPRESS COM 025816109 4,767 164 3.56 830 9.35 0.0359
2023-05-12 2023-03-31 13F AMERICAN EXPRESS COM 025816109 4,603 38 0.83 759 12.61 0.0349
2023-02-14 2022-12-31 13F AMERICAN EXPRESS COM 025816109 4,565 250 5.79 674 15.81 0.0323
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 4,315 -165 -3.68 582 -6.28 0.0285
2022-08-12 2022-06-30 13F AMERICAN EXPRESS COM 025816109 4,480 -423 -8.63 621 -32.28 0.0274
2022-05-05 2022-03-31 13F AMERICAN EXPRESS COM 025816109 4,903 1,510 44.50 917 65.23 0.0331
2022-02-14 2021-12-31 13F AMERICAN EXPRESS COM 025816109 3,393 74 2.23 555 -0.18 0.0191
2021-11-15 2021-09-30 13F AMERICAN EXPRESS COM 025816109 3,319 -119 -3.46 556 -2.11 0.0208
2021-08-13 2021-06-30 13F AMERICAN EXPRESS COM 025816109 3,438 208 6.44 568 24.29 0.0219
2021-05-18 2021-03-31 13F AMERICAN EXPRESS COM 025816109 3,230 -87 -2.62 457 13.97 0.0196
2021-02-16 2020-12-31 13F AMERICAN EXPRESS COM 025816109 3,317 194 6.21 401 28.12 0.0178
2020-11-12 2020-09-30 13F American Express COM 025816109 3,123 3,123 313 0.0145
2020-05-11 2020-03-31 13F American Express COM 025816109 0 -2,832 -100.00 0 -100.00
2020-02-11 2019-12-31 13F American Express COM 025816109 2,832 82 2.98 353 8.62 0.0175
2019-11-12 2019-09-30 13F American Express COM 025816109 2,750 656 31.33 325 25.97 0.0174
2019-08-14 2019-06-30 13F American Express COM 025816109 2,094 55 2.70 258 15.70 0.0144
2019-05-13 2019-03-31 13F American Express COM 025816109 2,039 2,039 223 0.0132
2016-08-16 2016-06-30 13F American Express COM 025816109 0 -15,918 -100.00 0 -100.00
2016-05-13 2016-03-31 13F American Express COM 025816109 15,918 -347,162 -95.62 977 -96.13 0.0709
2016-02-16 2015-12-31 13F American Express COM 025816109 363,080 30,247 9.09 25,252 2.35 1.7270
2015-11-16 2015-09-30 13F American Express COM 025816109 332,833 62,238 23.00 24,673 17.32 2.0259
2015-08-13 2015-06-30 13F American Express COM 025816109 270,595 5,417 2.04 21,031 1.52 1.6710
2015-05-14 2015-03-31 13F American Express COM 025816109 265,178 53,817 25.46 20,716 5.34 1.7329
2015-02-17 2014-12-31 13F American Express COM 025816109 211,361 70,877 50.45 19,665 59.90 1.7324
2014-11-14 2014-09-30 13F American Express COM 025816109 140,484 9,527 7.27 12,298 -1.01 1.2238
2014-08-15 2014-06-30 13F American Express COM 025816109 130,957 2,894 2.26 12,424 7.76 1.3542
2014-05-15 2014-03-31 13F American Express COM 025816109 128,063 314 0.25 11,529 -0.53 1.4292
2014-02-14 2013-12-31 13F American Express COM 025816109 127,749 4,989 4.06 11,591 25.02 1.5592
2013-11-15 2013-09-30 13F American Express COM 025816109 122,760 4,388 3.71 9,271 4.76 1.4422
2013-08-09 2013-06-30 13F American Express COM 025816109 118,372 118,372 8,850 1.7332
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.