아메리칸 익스프레스 회사
US ˙ NYSE ˙ US0258161092

SecurityAXP / American Express Company
InstitutionSPC Financial, Inc.
Latest Disclosed Ownership2,866 shares
Latest Disclosed Value $ 951,832
SPC Financial, Inc. reports 1.13% increase in ownership of AXP / American Express Company

On November 5, 2025 - SPC Financial, Inc. filed a 13F-HR form disclosing ownership of 2,866 shares of American Express Company (US:AXP) valued at $951,971 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 25, 2025 disclosing 2,834 shares of American Express Company. This represents a change in shares of 1.13% during the quarter. The current value of the position is $890,352 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)
2025-11-05 2025-09-30 13F AMERICAN EXPRESS COM 025816109 2,866 32 1.13 952 5.32 0.0744
2025-07-25 2025-06-30 13F AMERICAN EXPRESS COM 025816109 2,834 5 0.18 904 18.66 0.0757
2025-05-08 2025-03-31 13F AMERICAN EXPRESS COM 025816109 2,829 -100 -3.41 761 -12.43 0.0669
2025-02-06 2024-12-31 13F AMERICAN EXPRESS COM 025816109 2,929 30 1.03 869 10.56 0.0758
2024-10-16 2024-09-30 13F AMERICAN EXPRESS COM 025816109 2,899 -172 -5.60 786 10.55 0.0693
2024-08-21 2024-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 3,071 -200 -6.11 711 -4.44 0.0658
2024-08-02 2024-06-30 13F AMERICAN EXPRESS COM 025816109 3,071 -200 711 0.0658
2024-05-03 2024-03-31 13F AMERICAN EXPRESS COM 025816109 3,271 0 0.00 745 21.57 0.0700
2024-02-05 2023-12-31 13F AMERICAN EXPRESS COM 025816109 3,271 609 22.88 613 54.16 0.0624
2023-11-09 2023-09-30 13F AMERICAN EXPRESS COM 025816109 2,662 0 0.00 397 -14.25 0.0446
2023-08-03 2023-06-30 13F AMERICAN EXPRESS COM 025816109 2,662 0 0.00 464 5.47 0.0502
2023-05-09 2023-03-31 13F AMERICAN EXPRESS COM 025816109 2,662 0 0.00 439 11.70 0.0501
2023-02-01 2022-12-31 13F AMERICAN EXPRESS COM 025816109 2,662 0 0.00 393 9.47 0.0465
2022-10-27 2022-09-30 13F AMERICAN EXPRESS COM 025816109 2,662 0 0.00 359 -2.71 0.0447
2022-08-03 2022-06-30 13F AMERICAN EXPRESS COM 025816109 2,662 80 3.10 369 -23.60 0.0455
2022-05-02 2022-03-31 13F AMERICAN EXPRESS COM 025816109 2,582 0 0.00 483 14.45 0.0561
2022-01-31 2021-12-31 13F AMERICAN EXPRESS COM 025816109 2,582 0 0.00 422 -2.54 0.0471
2021-11-05 2021-09-30 13F AMERICAN EXPRESS COM 025816109 2,582 0 0.00 433 1.41 0.0536
2021-07-29 2021-06-30 13F AMERICAN EXPRESS COM 025816109 2,582 -18 -0.69 427 16.03 0.0518
2021-04-22 2021-03-31 13F AMERICAN EXPRESS COM 025816109 2,600 18 0.70 368 17.95 0.0485
2021-01-29 2020-12-31 13F AMERICAN EXPRESS COM 025816109 2,582 0 0.00 312 20.46 0.0439
2020-10-26 2020-09-30 13F AMERICAN EXPRESS COM 025816109 2,582 0 0.00 259 5.28 0.0447
2020-07-24 2020-06-30 13F AMERICAN EXPRESS COM 025816109 2,582 0 0.00 246 11.31 0.0512
2020-04-16 2020-03-31 13F AMERICAN EXPRESS COM 025816109 2,582 0 0.00 221 -31.15 0.0564
2020-01-23 2019-12-31 13F AMERICAN EXPRESS COM 025816109 2,582 282 12.26 321 18.01 0.0587
2019-10-18 2019-09-30 13F AMERICAN EXPRESS COM 025816109 2,300 -94 -3.93 272 -8.11 0.0575
2019-08-01 2019-06-30 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 296 12.98 0.0596
2019-04-26 2019-03-31 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 262 14.91 0.0561
2019-01-25 2018-12-31 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 228 -10.59 0.0629
2018-10-25 2018-09-30 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 255 8.51 0.0510
2018-07-20 2018-06-30 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 235 5.38 0.0513
2018-04-30 2018-03-31 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 223 -6.30 0.0508
2018-01-16 2017-12-31 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 238 9.68 0.0551
2017-10-27 2017-09-30 13F AMERICAN EXPRESS COM 025816109 2,394 0 0.00 217 7.43 0.0537
2017-07-25 2017-06-30 13F AMERICAN EXPRESS COM 025816109 2,394 2,394 202 0.0535
2015-10-22 2015-09-30 13F AMERICAN EXPRESS COM 025816109 0 -2,660 -100.00 0 -100.00
2015-07-23 2015-06-30 13F AMERICAN EXPRESS COM 025816109 2,660 0 0.00 207 -0.48 0.0580
2015-04-29 2015-03-31 13F AMERICAN EXPRESS COM 025816109 2,660 0 0.00 208 -15.79 0.0571
2015-03-06 2014-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 2,660 0 0.00 247 6.01 0.0719
2015-03-06 2014-09-30 13F/A-1 AMERICAN EXPRESS COM 025816109 2,660 0 0.00 233 -7.54 0.0676
2014-10-24 2014-09-30 13F AMERICAN EXPRESS COM 025816109 2,660 0 233
2014-07-28 2014-06-30 13F AMERICAN EXPRESS COM 025816109 2,660 0 0.00 252 5.44 0.0705
2014-04-18 2014-03-31 13F AMERICAN EXPRESS COM 025816109 2,660 0 0.00 239 -0.83 0.0726
2014-02-03 2013-12-31 13F AMERICAN EXPRESS COM 025816109 2,660 0 0.00 241 19.90 0.0754
2013-10-23 2013-09-30 13F AMERICAN EXPRESS COM 025816109 2,660 2,660 201 0.0714
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.