SUMMITRY LLC

Position in AXP — American Express Co

CIK 1280043 Foster City, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$249,966

-$168,061 QoQ

Shares Held

739

-46.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,509

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SUMMITRY LLC holds $262,197,793 across 5 Credit Services names. AXP ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	435,853	$149,536,805
2	MA	Mastercard Inc	217,969	$111,948,878
3	AXP	American Express Co This page	739	$249,966
4	PYPL	PayPal Holdings, Inc.	5,592	$241,462
5	COF	Capital One Financial Corp	1,100	$220,682

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,966	739	-46.5%	Shares	Sole	2026-07-21
2026-03-31	$418,027	1,382	+131.9%	Shares	Sole	2026-05-22
2025-12-31	$220,490	596	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.