GRIMES & Co WEALTH MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 1321993 WESTBOROUGH, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$13,589,193

+$1,728,953 QoQ

Shares Held

40,175

+2.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#495

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $36,194,274 across 3 Credit Services names. AXP ranks #2 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	50,625	$17,368,930
2	AXP	American Express Co This page	40,175	$13,589,193
3	MA	Mastercard Inc	10,195	$5,236,151

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,589,193	40,175	+2.5%	Shares	Sole	2026-07-17
2026-03-31	$11,860,240	39,210	+2.7%	Shares	Sole	2026-04-21
2025-12-31	$14,130,980	38,197	-2.2%	Shares	Sole	2026-02-03
2025-09-30	$12,972,840	39,056	-3.3%	Shares	Sole	2025-10-27
2025-06-30	$12,883,921	40,391	+0.7%	Shares	Sole	2025-07-22
2025-03-31	$10,796,976	40,130	+0.0%	Shares	Sole	2025-04-17
2024-12-31	$11,906,621	40,118	-1.4%	Shares	Sole	2025-01-21
2024-09-30	$11,037,026	40,697	-1.7%	Shares	Sole	2024-10-22
2024-06-30	$9,582,465	41,384	-19.1%	Shares	Sole	2024-07-22
2024-03-31	$11,648,620	51,160	+1.1%	Shares	Sole	2024-04-17
2023-12-31	$9,478,092	50,593	+3.9%	Shares	Sole	2024-01-24
2023-09-30	$7,267,790	48,715	+492.6%	Shares	Sole	2023-10-19
2023-06-30	$1,432,098	8,221	-0.5%	Shares	Sole	2023-07-19
2023-03-31	$1,363,476	8,266	-0.9%	Shares	Sole	2023-04-20
2022-12-31	$1,231,791	8,337	-0.2%	Shares	Sole	2023-01-25
2022-09-30	$1,127,038	8,354	+1.4%	Shares	Sole	2022-10-28
2022-06-30	$1,142,506	8,242	-0.7%	Shares	Sole	2022-07-22
2022-03-31	$1,551,913	8,299	-0.0%	Shares	Sole	2022-05-06
2021-12-31	$1,358,043	8,301	-5.6%	Shares	Sole	2022-02-01
2021-09-30	$1,473,761	8,797	-2.9%	Shares	Sole	2021-11-08
2021-06-30	$1,496,818	9,059	-3.7%	Shares	Sole	2021-08-04
2021-03-31	$1,330,101	9,404	+48.8%	Shares	Sole	2021-05-12
2020-12-31	$764,393	6,322	+0.0%	Shares	Sole	2021-02-02
2020-09-30	$633,680	6,321	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$601,664	6,320	+2.4%	Shares	Sole	2020-07-31
2020-03-31	$528,128	6,169	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.