EXCALIBUR MANAGEMENT CORP

Position in AXP — American Express Co

CIK 1009003 WALTHAM, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,099,179

+$222,291 QoQ

Shares Held

6,206

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,171

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $8,213,318 across 4 Credit Services names. AXP ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,753	$4,375,426
2	AXP	American Express Co This page	6,206	$2,099,179
3	MA	Mastercard Inc	2,920	$1,499,712
4	PYPL	PayPal Holdings, Inc.	5,535	$239,001

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,099,179	6,206	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,876,888	6,205	-2.0%	Shares	Sole	2026-05-05
2025-12-31	$2,342,153	6,331	-5.9%	Shares	Sole	2026-02-10
2025-09-30	$2,234,108	6,726	-6.0%	Shares	Sole	2025-11-10
2025-06-30	$2,283,577	7,159	-0.7%	Shares	Sole	2025-08-06
2025-03-31	$1,939,850	7,210	-2.0%	Shares	Sole	2025-05-08
2024-12-31	$2,182,593	7,354	-3.7%	Shares	Sole	2025-02-12
2024-09-30	$2,071,425	7,638	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$1,775,525	7,668	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$1,743,650	7,658	-0.5%	Shares	Sole	2024-05-13
2023-12-31	$1,441,768	7,696	-2.2%	Shares	Sole	2024-02-12
2023-09-30	$1,173,528	7,866	-0.6%	Shares	Sole	2023-11-13
2023-06-30	$1,378,096	7,911	-1.9%	Shares	Sole	2023-08-08
2023-03-31	$1,329,661	8,061	-2.1%	Shares	Sole	2023-05-08
2022-12-31	$1,216,130	8,231	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$1,109,095	8,221	0.0%	Shares	Sole	2022-11-04
2022-06-30	$1,139,595	8,221	0.0%	Shares	Sole	2022-07-25
2022-03-31	$1,537,327	8,221	-1.9%	Shares	Sole	2022-05-03
2021-12-31	$1,370,640	8,378	+2.2%	Shares	Sole	2022-02-10
2021-09-30	$1,372,740	8,194	-0.2%	Shares	Sole	2021-10-28
2021-06-30	$1,356,703	8,211	0.0%	Shares	Sole	2021-07-26
2021-03-31	$1,161,363	8,211	-0.6%	Shares	Sole	2021-05-03
2020-12-31	$998,837	8,261	-11.4%	Shares	Sole	2021-01-26
2020-09-30	$934,931	9,326	-3.7%	Shares	Sole	2020-11-02
2020-06-30	$922,107	9,686	-0.6%	Shares	Sole	2020-08-14
2020-03-31	$834,355	9,746	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.