Sky Investment Group LLC

Position in AXP — American Express Co

CIK 1333792 HARTFORD, CT

Position in AXP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$15,985,695

+$1,703,497 QoQ

Shares Held

47,260

+0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

#464

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sky Investment Group LLC holds $32,026,546 across 4 Credit Services names. AXP ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	47,260	$15,985,695
2	MA	Mastercard Inc	23,382	$12,008,995
3	V	Visa Inc.	8,187	$2,808,877
4	COF	Capital One Financial Corp	6,096	$1,222,979

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,985,695	47,260	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$14,282,198	47,217	-0.2%	Shares	Sole	2026-04-16
2025-12-31	$17,496,785	47,295	-1.2%	Shares	Sole	2026-01-14
2025-09-30	$15,902,824	47,877	-0.5%	Shares	Sole	2025-10-09
2025-06-30	$15,344,532	48,105	-1.2%	Shares	Sole	2025-07-10
2025-03-31	$13,103,273	48,702	+0.8%	Shares	Sole	2025-04-16
2024-12-31	$14,335,550	48,302	-1.0%	Shares	Sole	2025-01-16
2024-09-30	$13,235,644	48,804	-0.1%	Shares	Sole	2024-10-21
2024-06-30	$11,316,311	48,872	-2.4%	Shares	Sole	2024-07-16
2024-03-31	$11,405,902	50,094	-1.1%	Shares	Sole	2024-04-23
2023-12-31	$9,488,583	50,649	+0.1%	Shares	Sole	2024-01-24
2023-09-30	$7,547,522	50,590	+1.8%	Shares	Sole	2023-10-26
2023-06-30	$8,654,081	49,679	+2.9%	Shares	Sole	2023-07-25
2023-03-31	$7,967,249	48,301	+0.1%	Shares	Sole	2023-04-25
2022-12-31	$7,126,425	48,233	+1.2%	Shares	Sole	2023-01-27
2022-09-30	$6,427,517	47,643	+1.0%	Shares	Sole	2022-10-25
2022-06-30	$6,541,893	47,193	-4.1%	Shares	Sole	2022-07-12
2022-03-31	$9,202,270	49,210	-0.7%	Shares	Sole	2022-04-14
2021-12-31	$8,106,380	49,550	+0.7%	Shares	Sole	2022-01-24
2021-09-30	$8,239,460	49,182	-1.7%	Shares	Sole	2021-11-08
2021-06-30	$8,264,639	50,019	-4.4%	Shares	Sole	2021-07-21
2021-03-31	$7,398,302	52,307	-0.8%	Shares	Sole	2021-04-20
2020-12-31	$6,374,012	52,717	-0.2%	Shares	Sole	2021-01-25
2020-09-30	$5,293,400	52,802	+0.0%	Shares	Sole	2020-10-08
2020-06-30	$5,024,846	52,782	-0.1%	Shares	Sole	2020-07-20
2020-03-31	$4,523,803	52,842	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.