American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership81,433 shares
Latest Disclosed Value $ 24,631,714
GM Advisory Group, Inc. reports 0.19% decrease in ownership of AXP / American Express Company

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 81,433 shares of American Express Company (MX:AXP) valued at $24,631,714 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 81,588 shares of American Express Company. This represents a change in shares of -0.19% 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)
2026-04-28 2026-03-31 13F American Express Com 025816109 81,433 -155 -0.19 24,632 -18.39 0.9109
2026-02-13 2025-12-31 13F American Express COM 025816109 81,588 17,213 26.74 30,183 41.16 1.1825
2025-11-19 2025-09-30 13F AMERICAN EXPRESS COM 025816109 64,375 2 0.00 21,383 4.13 0.9092
2025-08-13 2025-06-30 13F AMERICAN EXPRESS COM 025816109 64,373 2,555 4.13 20,534 23.45 1.0149
2025-05-14 2025-03-31 13F AMERICAN EXPRESS COM 025816109 61,818 65 0.11 16,632 -9.25 0.8981
2025-02-11 2024-12-31 13F AMERICAN EXPRESS COM 025816109 61,753 -2,697 -4.18 18,328 4.86 1.0144
2024-11-12 2024-09-30 13F AMERICAN EXPRESS COM 025816109 64,450 10 0.02 17,479 17.14 1.0476
2024-08-12 2024-06-30 13F AMERICAN EXPRESS COM 025816109 64,440 -1,023 -1.56 14,921 0.11 0.9628
2024-05-09 2024-03-31 13F AMERICAN EXPRESS COM 025816109 65,463 23 0.04 14,905 21.58 1.0451
2024-02-12 2023-12-31 13F AMERICAN EXPRESS COM 025816109 65,440 725 1.12 12,260 26.98 0.9258
2023-11-14 2023-09-30 13F AMERICAN EXPRESS COM 025816109 64,715 0 0.00 9,655 -14.36 0.7889
2023-08-14 2023-06-30 13F AMERICAN EXPRESS COM 025816109 64,715 0 0.00 11,273 5.61 0.9332
2023-05-12 2023-03-31 13F AMERICAN EXPRESS COM 025816109 64,715 3 0.00 10,675 11.64 0.9721
2023-02-13 2022-12-31 13F AMERICAN EXPRESS COM 025816109 64,712 0 0.00 9,561 9.52 1.0199
2022-11-14 2022-09-30 13F AMERICAN EXPRESS COM 025816109 64,712 -650 -0.99 8,730 -3.64 1.0984
2022-08-15 2022-06-30 13F AMERICAN EXPRESS COM 025816109 65,362 0 0.00 9,060 -25.88 1.4132
2022-05-13 2022-03-31 13F AMERICAN EXPRESS COM 025816109 65,362 -2 -0.00 12,223 14.30 1.4539
2022-02-10 2021-12-31 13F AMERICAN EXPRESS COM 025816109 65,364 0 0.00 10,694 -2.34 0.9526
2021-11-12 2021-09-30 13F AMERICAN EXPRESS COM 025816109 65,364 -24 -0.04 10,950 1.35 1.1042
2021-08-16 2021-06-30 13F AMERICAN EXPRESS COM 025816109 65,388 -224 -0.34 10,804 16.42 1.1082
2021-05-13 2021-03-31 13F AMERICAN EXPRESS COM 025816109 65,612 -1,200 -1.80 9,280 14.88 1.1132
2021-02-12 2020-12-31 13F AMERICAN EXPRESS COM 025816109 66,812 -5,380 -7.45 8,078 11.62 1.0820
2020-11-12 2020-09-30 13F AMERICAN EXPRESS COM 025816109 72,192 0 0.00 7,237 5.30 1.1071
2020-08-13 2020-06-30 13F AMERICAN EXPRESS COM 025816109 72,192 64,292 813.82 6,873 916.72 1.2711
2020-05-13 2020-03-31 13F AMERICAN EXPRESS COM 025816109 7,900 7,900 676 0.1841
2019-11-14 2019-09-30 13F AMERICAN EXPRESS COM 025816109 0 -86,670 -100.00 0 -100.00
2019-08-09 2019-06-30 13F AMERICAN EXPRESS COM 025816109 86,670 -15,393 -15.08 10,699 -4.10 3.3617
2019-05-14 2019-03-31 13F AMERICAN EXPRESS COM 025816109 102,063 -2,079 -2.00 11,156 12.38 3.6665
2019-02-13 2018-12-31 13F AMERICAN EXPRESS COM 025816109 104,142 43,790 72.56 9,927 54.46 3.6941
2018-11-13 2018-09-30 13F AMERICAN EXPRESS COM 025816109 60,352 -1,500 -2.43 6,427 6.02 2.0144
2018-08-14 2018-06-30 13F AMERICAN EXPRESS COM 025816109 61,852 500 0.81 6,062 5.92 1.8003
2018-05-14 2018-03-31 13F AMERICAN EXPRESS COM 025816109 61,352 -5,175 -7.78 5,723 -13.38 1.7273
2018-02-09 2017-12-31 13F AMERICAN EXPRESS COM 025816109 66,527 -12,702 -16.03 6,607 -7.81 1.7977
2017-11-13 2017-09-30 13F AMERICAN EXPRESS COM 025816109 79,229 -4,800 -5.71 7,167 1.24 2.1818
2017-08-11 2017-06-30 13F AMERICAN EXPRESS COM 025816109 84,029 9,632 12.95 7,079 20.27 2.2285
2017-05-12 2017-03-31 13F AMERICAN EXPRESS COM 025816109 74,397 26 0.03 5,886 6.84 2.0114
2017-02-13 2016-12-31 13F AMERICAN EXPRESS COM 025816109 74,371 -3,706 -4.75 5,509 10.18 1.9245
2016-11-10 2016-09-30 13F AMERICAN EXPRESS COM 025816109 78,077 100 0.13 5,000 5.53 1.8590
2016-08-05 2016-06-30 13F AMERICAN EXPRESS COM 025816109 77,977 24,115 44.77 4,738 43.27 1.7795
2016-05-11 2016-03-31 13F AMERICAN EXPRESS COM 025816109 53,862 22,684 72.76 3,307 52.54 1.4219
2016-02-10 2015-12-31 13F AMERICAN EXPRESS COM 025816109 31,178 -14,632 -31.94 2,168 -36.16 1.0888
2015-11-13 2015-09-30 13F AMERICAN EXPRESS COM 025816109 45,810 3,477 8.21 3,396 3.22 1.7558
2015-08-11 2015-06-30 13F AMERICAN EXPRESS COM 025816109 42,333 18,739 79.42 3,290 78.51 1.2971
2015-05-11 2015-03-31 13F AMERICAN EXPRESS COM 025816109 23,594 -7,071 -23.06 1,843 -35.40 0.7457
2015-02-10 2014-12-31 13F AMERICAN EXPRESS COM 025816109 30,665 8,951 41.22 2,853 50.08 1.5389
2014-11-10 2014-09-30 13F AMERICAN EXPRESS COM 025816109 21,714 -261 -1.19 1,901 -8.82 1.4246
2014-07-31 2014-06-30 13F AMERICAN EXPRESS COM 025816109 21,975 -10,124 -31.54 2,085 -26.79 1.8081
2014-05-08 2014-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 32,099 32,099 2,848 2.2093
2014-05-02 2014-03-31 13F AMERICAN EXPRESS COM 025816109 32,099 2,848 2.2058
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.