COURIER CAPITAL LLC

Position in AXP — American Express Co

CIK 1015247 BUFFALO, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,476,472

-$587,723 QoQ

Shares Held

19,147

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#714

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COURIER CAPITAL LLC holds $23,712,861 across 4 Credit Services names. AXP ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	32,414	$11,120,919
2	AXP	American Express Co This page	19,147	$6,476,472
3	MA	Mastercard Inc	7,806	$4,009,161
4	COF	Capital One Financial Corp	10,499	$2,106,309

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,476,472	19,147	+0.3%	Shares	Sole	2026-07-16
2025-12-31	$7,064,195	19,095	-1.9%	Shares	Sole	2026-01-29
2025-09-30	$6,462,172	19,455	-1.6%	Shares	Sole	2025-10-29
2025-06-30	$6,306,234	19,770	-1.1%	Shares	Sole	2025-07-28
2025-03-31	$5,376,964	19,985	+8.2%	Shares	Sole	2025-04-14
2024-12-31	$5,481,117	18,468	-0.1%	Shares	Sole	2025-01-13
2024-09-30	$5,011,776	18,480	-0.9%	Shares	Sole	2024-10-22
2024-06-30	$4,316,091	18,640	-1.1%	Shares	Sole	2024-07-23
2024-03-31	$4,291,956	18,850	-0.2%	Shares	Sole	2024-04-16
2023-12-31	$3,538,852	18,890	-3.1%	Shares	Sole	2024-01-17
2023-09-30	$2,907,713	19,490	-5.1%	Shares	Sole	2023-10-13
2023-06-30	$3,578,764	20,544	+25.8%	Shares	Sole	2023-07-31
2023-03-31	$2,694,458	16,335	-5.5%	Shares	Sole	2023-05-18
2022-12-31	$2,555,040	17,293	-0.9%	Shares	Sole	2023-01-24
2022-09-30	$2,354,584	17,453	0.0%	Shares	Sole	2022-10-18
2022-06-30	$2,419,334	17,453	-0.6%	Shares	Sole	2022-07-20
2022-03-31	$3,282,411	17,553	-1.0%	Shares	Sole	2022-05-02
2021-12-31	$2,901,118	17,733	-1.8%	Shares	Sole	2022-01-18
2021-09-30	$3,023,748	18,049	+2.4%	Shares	Sole	2021-10-14
2021-06-30	$2,912,509	17,627	-1.7%	Shares	Sole	2021-07-12
2021-03-31	$2,536,867	17,936	-0.1%	Shares	Sole	2021-04-12
2020-12-31	$2,170,576	17,952	-0.6%	Shares	Sole	2021-02-10
2020-09-30	$1,809,813	18,053	-5.5%	Shares	Sole	2020-11-09
2020-06-30	$1,818,320	19,100	+3.2%	Shares	Sole	2020-07-06
2020-03-31	$1,583,699	18,499	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.