Follow The Filings

AXP American Express

Financials, filed as AMERICAN EXPRESS CO (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 4

  • 2 Owners
  • #23
  • Max 0.1%
  • Master 3.06%
  • $894K
  • 1 reduce

In 2026 Q3 Kentucky Trust trimmed American Express.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz 0.07%
  2. Kentucky Trust Co. Reduce 0.02%

Who owns AXP

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 0.07% Hold 2,836 $862K History
Kentucky Trust Co., Kentucky Trust 0.02%, was 0.10% Reduce −82.6% 105 $32K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AXP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AXP insider trades
  • None no insider bought on the open market
  • $45M sold by 10 insiders outside a trading plan
  • $18M sold by 1 insider under 10b5-1 plans
  1. Monique Herena Chief Colleague Exp. Officer
    Sale
    $3M 8,811 shares at $337.41 42% of stake
    Traded Aug 18 Filed Aug 19
    ↗
  2. Glenda G McNeal Chief Partner Officer
    Sale
    $2.4M 7,033 shares at $339.36 42% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  3. Raymond Joabar Grp. Pres., Global Comm. Serv.
    Buy
    $4,054 23 shares at $176.26 +1.5% to stake
    Traded Sep 15, 2023–Apr 9, 2025 Filed Mar 13
    ↗
  4. Raymond Joabar Grp. Pres., Global Comm. Serv.
    Sale
    $12K 40 shares at $306.42 2.6% of stake
    Traded Mar 2–13 Filed Mar 13
    ↗
  5. Quinn Jessica Lieberman EVP - Controller
    Sale
    $910K 3,032 shares at $300.02 92% of stake
    Traded Mar 6 Filed Mar 10
    ↗
  6. Raymond Joabar Grp. Pres., Global Comm. Serv.
    Sale
    $4.8M 14,000 shares at $340.67 62% of stake
    Traded Feb 19 Filed Feb 20
    ↗
  7. Howard Grosfield Group Pres., U.S. Cons. Serv.
    Sale
    $2.8M 8,134 shares at $346.73 46% of stake
    Traded Feb 12 Filed Feb 13
    ↗
  8. Ravikumar Radhakrishnan Chief Information Officer
    Sale
    $5.3M 15,000 shares at $356.58 63% of stake
    Traded Feb 9 Filed Feb 10
    ↗
  9. Laureen Seeger Chief Legal Officer
    Sale
    $4.6M 12,737 shares at $360.99 59% of stake
    Traded Feb 9 Filed Feb 10
    ↗
  10. Denise Pickett Pres., Enterprise Shared Serv.
    Sale
    $8.3M 23,385 shares at $356.91 75% of stake
    Traded Feb 5 Filed Feb 6
    ↗
  11. Anna Marrs Group Pres., GMNS
    Sale
    $9.6M 27,425 shares at $350.01 57% of stake
    Traded Feb 5 Filed Feb 6
    ↗
  12. Raymond Joabar Grp. Pres., Global Comm. Serv.
    Sale
    $539K 1,400 shares at $384.93 11% of stake
    Traded Dec 12, 2025 Filed Dec 16, 2025
    ↗
  13. Elizabeth Rutledge Chief Marketing Officer
    Planned sale
    $18M 50,000 shares at $360.21 37% of stake
    Traded Oct 31, 2025 Filed Nov 4, 2025
    ↗
  14. Douglas Tabish Chief Risk Officer
    Sale
    $894K 2,515 shares at $355.61 50% of stake
    Traded Oct 23, 2025 Filed Oct 24, 2025
    ↗
  15. Denise Pickett Pres., Enterprise Shared Serv.
    Sale
    $1.8M 5,000 shares at $350.73 39% of stake
    Traded Oct 22, 2025 Filed Oct 24, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 20 stock grants, 20 share withholdings for taxes, 3 gifts, and 3 option exercises.

Congress

16 members of Congress traded AXP in the last three years: 18 buys and 17 sales. 19 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Rick W. Allen R-GA-12Spouse Buy $1K–$15K May 8 filed Jun 16
  3. Jared Moskowitz D-FL-23 Buy $1K–$15K Mar 31 filed Apr 30
  4. Rick Larsen D-WA-2 Sell $1K–$15K Apr 7 filed Apr 15
  5. Shelley Moore Capito R-WVSpouse Buy $1K–$15K Mar 11 filed Apr 4
  6. Markwayne Mullin R-OKJoint Buy $1K–$15K Dec 29, 2025 filed Jan 16

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 7.01 Filing Doc
8-K 7.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 7.01 Filing Doc
8-K 7.01 Filing Doc
8-K 3.03,5.03,8.01,9.01 Filing Doc
424B2 Filing Doc
8-K 8.01 Filing Doc
424B2 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 7.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
8-K 7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $37.22B $38.82B $41.3B
Net income $8.37B $10.13B $10.83B
Net margin * 22.5% 26.1% 26.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $261.11B $271.46B $300.05B
Total equity $28.06B $30.26B $33.47B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $18.56B $14.05B $18.43B
Cash from investing -$24.43B -$24.4B -$22.89B
Cash from financing $18.38B $4.44B $11.21B
Net change in cash $12.68B -$5.96B $7.15B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.