PATTEN & PATTEN INC/TN

Position in AXP — American Express Co

CIK 1044905 CHATTANOOGA, TN

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,570,833

+$166,116 QoQ

Shares Held

4,644

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,317

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

PATTEN & PATTEN INC/TN holds $38,981,698 across 5 Credit Services names. AXP ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	97,925	$33,597,088
2	MA	Mastercard Inc	5,558	$2,854,588
3	AXP	American Express Co This page	4,644	$1,570,833
4	PYPL	PayPal Holdings, Inc.	14,989	$647,225
5	COF	Capital One Financial Corp	1,555	$311,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,570,833	4,644	0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,404,717	4,644	-1.8%	Shares	Sole	2026-05-01
2025-12-31	$1,749,123	4,728	-1.0%	Shares	Sole	2026-02-03
2025-09-30	$1,585,731	4,774	-5.3%	Shares	Sole	2025-10-31
2025-06-30	$1,607,659	5,040	-1.0%	Shares	Sole	2025-07-28
2025-03-31	$1,369,464	5,090	-0.4%	Shares	Sole	2025-05-07
2024-12-31	$1,516,300	5,109	+3.0%	Shares	Sole	2025-02-10
2024-09-30	$1,345,694	4,962	-23.5%	Shares	Sole	2024-11-04
2024-06-30	$1,502,296	6,488	-0.7%	Shares	Sole	2024-08-13
2024-03-31	$1,487,498	6,533	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$1,225,765	6,543	-5.1%	Shares	Sole	2024-01-23
2023-09-30	$1,028,366	6,893	+0.5%	Shares	Sole	2023-10-27
2023-06-30	$1,195,360	6,862	-1.2%	Shares	Sole	2023-07-14
2023-03-31	$1,145,742	6,946	+4.0%	Shares	Sole	2023-04-25
2022-12-31	$986,970	6,680	-6.1%	Shares	Sole	2023-02-01
2022-09-30	$959,479	7,112	+2.5%	Shares	Sole	2022-10-19
2022-06-30	$961,884	6,939	0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,297,593	6,939	-2.5%	Shares	Sole	2022-04-25
2021-12-31	$1,164,668	7,119	-7.8%	Shares	Sole	2022-01-26
2021-09-30	$1,293,164	7,719	-3.5%	Shares	Sole	2021-10-22
2021-06-30	$1,322,005	8,001	-0.5%	Shares	Sole	2021-07-13
2021-03-31	$1,137,601	8,043	-3.0%	Shares	Sole	2021-04-23
2020-12-31	$1,002,102	8,288	0.0%	Shares	Sole	2021-01-19
2020-09-30	$830,872	8,288	+2.9%	Shares	Sole	2020-10-08
2020-06-30	$766,645	8,053	0.0%	Shares	Sole	2020-07-21
2020-03-31	$689,417	8,053	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.