FOSTER & MOTLEY INC

Position in AXP — American Express Co

CIK 1163902 CINCINNATI, OH

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$557,097

+$67,382 QoQ

Shares Held

1,647

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,943

of 2,990 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FOSTER & MOTLEY INC holds $15,728,389 across 5 Credit Services names. AXP ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	23,856	$8,184,755
2	SYF	Synchrony Financial	71,341	$5,425,483
3	COF	Capital One Financial Corp	4,855	$974,010
4	MA	Mastercard Inc	1,143	$587,044
5	AXP	American Express Co This page	1,647	$557,097

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$557,097	1,647	+1.7%	Shares	Sole	2026-08-07
2026-03-31	$489,715	1,619	-0.4%	Shares	Sole	2026-04-21
2025-12-31	$601,538	1,626	-1.5%	Shares	Sole	2026-01-15
2025-09-30	$548,396	1,651	+0.2%	Shares	Sole	2025-10-23
2025-06-30	$525,360	1,647	-2.4%	Shares	Sole	2025-07-29
2025-03-31	$453,887	1,687	-1.7%	Shares	Sole	2025-05-08
2024-12-31	$509,291	1,716	+2.1%	Shares	Sole	2025-01-23
2024-09-30	$455,887	1,681	+2.1%	Shares	Sole	2024-10-30
2024-06-30	$381,131	1,646	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$376,599	1,654	+5.8%	Shares	Sole	2024-04-18
2023-12-31	$292,999	1,564	+0.4%	Shares	Sole	2024-02-01
2023-06-30	$271,229	1,557	0.0%	Shares	Sole	2023-08-08
2023-03-31	$256,827	1,557	+0.6%	Shares	Sole	2023-05-09
2022-12-31	$228,717	1,548	-14.0%	Shares	Sole	2023-02-09
2022-03-31	$336,600	1,800	+5.4%	Shares	Sole	2022-04-28
2021-12-31	$279,428	1,708	+3.6%	Shares	Sole	2022-01-25
2021-09-30	$276,089	1,648	-8.4%	Shares	Sole	2021-10-29
2021-06-30	$297,248	1,799	+1.8%	Shares	Sole	2021-07-20
2021-03-31	$250,065	1,768	-2.7%	Shares	Sole	2021-04-26
2020-12-31	$219,693	1,817	-54.1%	Shares	Sole	2021-02-01
2020-03-31	$338,673	3,956	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.