EVERETT HARRIS & CO /CA/

Position in AXP — American Express Co

CIK 1009254 LOS ANGELES, CA

Position in AXP

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

Position Value

$2,045,059

+$215,055 QoQ

Shares Held

6,046

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,182

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERETT HARRIS & CO /CA/ holds $29,058,104 across 4 Credit Services names. AXP ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	41,453	$21,290,260
2	V	Visa Inc.	13,574	$4,657,103
3	AXP	American Express Co This page	6,046	$2,045,059
4	PYPL	PayPal Holdings, Inc.	24,680	$1,065,682

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,045,059	6,046	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$1,830,004	6,050	-11.7%	Shares	Sole	2026-05-11
2025-12-31	$2,534,157	6,850	-1.1%	Shares	Sole	2026-02-11
2025-09-30	$2,300,208	6,925	-1.9%	Shares	Sole	2025-11-03
2025-06-30	$2,251,041	7,057	0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,898,685	7,057	-0.5%	Shares	Sole	2025-05-12
2024-12-31	$2,105,131	7,093	-0.6%	Shares	Sole	2025-01-24
2024-09-30	$1,935,825	7,138	-0.7%	Shares	Sole	2024-10-18
2024-06-30	$1,664,381	7,188	0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,636,635	7,188	-27.0%	Shares	Sole	2024-04-19
2023-12-31	$1,844,362	9,845	-0.2%	Shares	Sole	2024-01-18
2023-09-30	$1,471,610	9,864	-0.2%	Shares	Sole	2023-10-24
2023-06-30	$1,721,270	9,881	+0.4%	Shares	Sole	2023-07-27
2023-03-31	$1,622,943	9,839	+3.6%	Shares	Sole	2023-04-25
2022-12-31	$1,403,181	9,497	-0.2%	Shares	Sole	2023-01-20
2022-09-30	$1,283,938	9,517	0.0%	Shares	Sole	2022-10-21
2022-06-30	$1,319,246	9,517	+11.3%	Shares	Sole	2022-07-22
2022-03-31	$1,599,411	8,553	0.0%	Shares	Sole	2022-04-22
2021-12-31	$1,399,270	8,553	0.0%	Shares	Sole	2022-02-02
2021-09-30	$1,432,884	8,553	+1.2%	Shares	Sole	2021-11-03
2021-06-30	$1,396,689	8,453	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,195,592	8,453	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,022,052	8,453	+2.0%	Shares	Sole	2021-02-04
2020-09-30	$830,771	8,287	0.0%	Shares	Sole	2020-11-03
2020-06-30	$788,922	8,287	-5.7%	Shares	Sole	2020-07-29
2020-03-31	$752,255	8,787	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.