CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in AXP — American Express Co

CIK 1034642 PASADENA, CA

Position in AXP

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$40,180,716

+$3,711,006 QoQ

Shares Held

118,790

-1.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#280

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Financial Services · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $48,609,664 across 5 Credit Services names. AXP ranks #1 (82.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	118,790	$40,180,716
2	PYPL	PayPal Holdings, Inc.	150,926	$6,516,984
3	V	Visa Inc.	3,703	$1,270,462
4	MA	Mastercard Inc	651	$334,353
5	COF	Capital One Financial Corp	1,531	$307,149

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,180,716	118,790	-1.5%	Shares	Other	2026-08-20
2026-03-31	$36,469,710	120,569	-2.6%	Shares	Other	2026-05-06
2025-12-31	$45,788,710	123,770	+0.1%	Shares	Other	2026-02-11
2025-09-30	$41,050,325	123,586	+3.0%	Shares	Other	2025-11-12
2025-06-30	$38,275,047	119,992	+3.9%	Shares	Other	2025-07-30
2025-03-31	$31,081,731	115,524	+0.5%	Shares	Other	2025-05-06
2024-12-31	$34,128,475	114,992	-0.0%	Shares	Sole	2025-02-05
2024-09-30	$31,193,152	115,019	-0.8%	Shares	Other	2024-11-14
2024-06-30	$26,839,191	115,911	-1.4%	Shares	Other	2024-08-07
2024-03-31	$26,771,106	117,577	-2.9%	Shares	Other	2024-04-17
2023-12-31	$22,693,055	121,133	+1.8%	Shares	Other	2024-02-06
2023-09-30	$17,745,852	118,948	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$20,673,359	118,676	+1.4%	Shares	Sole	2023-08-04
2023-03-31	$19,310,861	117,071	+9.3%	Shares	Sole	2023-05-05
2022-12-31	$15,832,151	107,155	+2.0%	Shares	Sole	2023-02-03
2022-09-30	$14,173,239	105,057	+0.5%	Shares	Sole	2022-11-07
2022-06-30	$14,486,483	104,505	+1.4%	Shares	Sole	2022-08-04
2022-03-31	$19,275,212	103,076	-1.5%	Shares	Sole	2022-05-03
2021-12-31	$17,123,357	104,666	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$17,399,498	103,859	+0.4%	Shares	Sole	2021-11-02
2021-06-30	$17,086,434	103,410	-2.7%	Shares	Sole	2021-08-05
2021-03-31	$15,033,374	106,288	-1.1%	Shares	Sole	2021-05-07
2020-12-31	$12,999,880	107,517	-0.3%	Shares	Sole	2021-02-11
2020-09-30	$10,807,852	107,809	-0.0%	Shares	Sole	2020-10-30
2020-06-30	$10,263,797	107,813	+10.6%	Shares	Sole	2020-08-06
2020-03-31	$8,345,690	97,485	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.