MassMutual Private Wealth & Trust, FSB
Position in AXP — American Express Co
CIK 1103653
Windsor, CT
Position in AXP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,418,149
+$199,459 QoQ
Shares Held
7,149
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,106
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $60,021,053 across 21 Credit Services names. AXP ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
145,648 | $49,970,372 | |
| 2 | MA |
Mastercard Inc
|
10,145 | $5,210,472 | |
| 3 | AXP |
American Express Co
This page
|
7,149 | $2,418,149 | |
| 4 | COF |
Capital One Financial Corp
|
9,647 | $1,935,381 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
4,575 | $197,548 | |
| 6 | SYF |
Synchrony Financial
|
1,552 | $118,029 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,559 | $27,952 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
299 | $24,383 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,418,149 | 7,149 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,218,690 | 7,335 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,306,983 | 8,939 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,078,458 | 9,268 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,106,546 | 9,739 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,511,043 | 9,333 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,628,372 | 8,856 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,501,548 | 9,224 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,008,696 | 8,675 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,899,162 | 8,341 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,477,363 | 7,886 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,189,491 | 7,973 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,441,853 | 8,277 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,353,744 | 8,207 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,181,852 | 7,999 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,082,382 | 8,023 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,211,261 | 8,738 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,762,288 | 9,424 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,634,527 | 9,991 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,707,465 | 10,192 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,617,601 | 9,790 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,375,362 | 9,724 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,236,667 | 10,228 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,092,725 | 10,900 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,086,612 | 11,414 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,013,964 | 11,844 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||