아메리칸 익스프레스 회사
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionBecker Capital Management Inc
Latest Disclosed Ownership808 shares
Latest Disclosed Value $ 244,404
Becker Capital Management Inc reports 1.34% decrease in ownership of AXP / American Express Company

On May 11, 2026 - Becker Capital Management Inc filed a 13F-HR form disclosing ownership of 808 shares of American Express Company (MX:AXP) valued at $244,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 819 shares of American Express Company. This represents a change in shares of -1.34% 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)
2026-05-11 2026-03-31 13F AMERICAN EXPRESS COM 025816109 808 -11 -1.34 244 -19.21 0.0072
2026-02-13 2025-12-31 13F AMERICAN EXPRESS COM 025816109 819 4 0.49 303 11.85 0.0087
2025-11-12 2025-09-30 13F AMERICAN EXPRESS COM 025816109 815 0 0.00 271 4.25 0.0079
2025-08-14 2025-06-30 13F AMERICAN EXPRESS COM 025816109 815 0 0.00 260 18.26 0.0081
2025-05-15 2025-03-31 13F AMERICAN EXPRESS COM 025816109 815 -30 -3.55 219 -12.40 0.0072
2025-02-14 2024-12-31 13F AMERICAN EXPRESS COM 025816109 845 -3,626 -81.10 251 -79.37 0.0082
2024-11-08 2024-09-30 13F AMERICAN EXPRESS COM 025816109 4,471 0 0.00 1,213 17.10 0.0394
2024-08-13 2024-06-30 13F AMERICAN EXPRESS COM 025816109 4,471 -20 -0.45 1,035 1.27 0.0355
2024-05-15 2024-03-31 13F AMERICAN EXPRESS COM 025816109 4,491 4,491 1,023 0.0351
2024-02-14 2023-12-31 13F AMERICAN EXPRESS COM 025816109 0 -6,008 -100.00 0 -100.00
2023-11-14 2023-09-30 13F AMERICAN EXPRESS COM 025816109 6,008 -235 -3.76 896 -17.57 0.0356
2023-08-14 2023-06-30 13F AMERICAN EXPRESS COM 025816109 6,243 -20 -0.32 1,088 5.23 0.0412
2023-05-15 2023-03-31 13F AMERICAN EXPRESS COM 025816109 6,263 75 1.21 1,033 13.02 0.0408
2023-02-13 2022-12-31 13F AMERICAN EXPRESS COM 025816109 6,188 0 0.00 914 9.46 0.0426
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 6,188 0 0.00 835 -2.68 0.0438
2022-08-04 2022-06-30 13F AMERICAN EXPRESS COM 025816109 6,188 -4 -0.06 858 -25.91 0.0413
2022-05-12 2022-03-31 13F AMERICAN EXPRESS COM 025816109 6,192 -26 -0.42 1,158 13.86 0.0467
2022-02-08 2021-12-31 13F AMERICAN EXPRESS COM 025816109 6,218 -1,030 -14.21 1,017 -16.23 0.0402
2021-10-14 2021-09-30 13F AMERICAN EXPRESS COM 025816109 7,248 -38 -0.52 1,214 0.83 0.0511
2021-08-12 2021-06-30 13F American Express Common Stock 025816109 7,286 144 2.02 1,204 19.21 0.0511
2021-05-13 2021-03-31 13F American Express COM 025816109 7,142 45 0.63 1,010 17.72 0.0455
2021-02-10 2020-12-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 7,097 -175 -2.41 858 17.70 0.0424
2020-11-09 2020-09-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 7,272 -36 -0.49 729 4.74 0.0405
2020-08-11 2020-06-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 7,308 -911 -11.08 696 -1.14 0.0394
2020-05-07 2020-03-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 8,219 -350 -4.08 704 -34.02 0.0428
2020-02-11 2019-12-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 8,569 -225 -2.56 1,067 2.60 0.0378
2019-11-14 2019-09-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 8,794 0 0.00 1,040 -4.24 0.0397
2019-08-08 2019-06-30 13F AMERICAN EXPRESS Common Stock 025816109 8,794 -65 -0.73 1,086 12.19 0.0393
2019-05-08 2019-03-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 8,859 256 2.98 968 18.05 0.0359
2019-02-04 2018-12-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 8,603 -525 -5.75 820 -15.64 0.0320
2018-11-05 2018-09-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 9,128 -866 -8.67 972 -0.72 0.0309
2018-08-03 2018-06-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 9,994 -32,764 -76.63 979 -75.45 0.0325
2018-05-04 2018-03-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 42,758 -385,071 -90.01 3,988 -90.61 0.1323
2018-02-13 2017-12-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 427,829 -28,680 -6.28 42,488 2.89 1.4040
2017-11-02 2017-09-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 456,509 -213 -0.05 41,296 7.33 1.4187
2017-08-11 2017-06-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 456,722 317 0.07 38,474 6.56 1.3781
2017-05-12 2017-03-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 456,405 -5,405 -1.17 36,106 5.54 1.3130
2017-02-28 2016-12-31 13F/A-1 AMERICAN EXPRESS CO COM Common Stock 025816109 461,810 -54,595 -10.57 34,211 3.45 1.2665
2017-02-01 2016-12-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 498,935 30,315
2016-11-01 2016-09-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 516,405 17,470 3.50 33,071 9.09 1.2956
2016-08-02 2016-06-30 13F AMERICAN EXPRESS CO COM Common Stock 025816109 498,935 12,260 2.52 30,315 1.45 1.2361
2016-05-25 2016-03-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 486,675 435,745 855.58 29,882 743.65 1.2888
2016-02-03 2015-12-31 13F AMERICAN EXPRESS CO COM Common Stock 025816109 50,930 50,930 3,542 0.1555
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.