Private Wealth Partners, LLC

Position in AXP — American Express Co

CIK 1335851 MILL VALLEY, CA

Back to AXP Full portfolio

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,171,565

-$754,929 QoQ

Shares Held

6,420

-33.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,149

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)

Derivatives in AXP

reported options exposure · as of Dec 31, 2020

CallValue

CallShares

PutValue

$314,366

PutShares

2,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Private Wealth Partners, LLC holds $56,420,513 across 4 Credit Services names. AXP ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	134,690	$46,210,792
2	MA	Mastercard Inc	15,260	$7,837,536
3	AXP	American Express Co This page	6,420	$2,171,565
4	COF	Capital One Financial Corp	1,000	$200,620

All Filings in AXP

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,171,565	6,420	-33.6%	Shares	Sole	2026-08-03
2026-03-31	$2,926,494	9,675	+12.5%	Shares	Sole	2026-04-28
2025-12-31	$3,182,309	8,602	-18.9%	Shares	Sole	2026-01-27
2025-09-30	$3,521,892	10,603	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,382,144	10,603	0.0%	Shares	Sole	2025-08-01
2025-03-31	$2,852,737	10,603	-6.0%	Shares	Sole	2025-04-22
2024-12-31	$3,348,681	11,283	0.0%	Shares	Sole	2025-02-03
2024-09-30	$3,059,949	11,283	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$2,596,370	11,213	0.0%	Shares	Sole	2024-08-08
2024-03-31	$2,553,087	11,213	0.0%	Shares	Sole	2024-05-09
2023-12-31	$2,100,643	11,213	0.0%	Shares	Sole	2024-02-02
2023-09-30	$1,672,867	11,213	0.0%	Shares	Sole	2023-11-07
2023-06-30	$1,953,304	11,213	0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,849,584	11,213	0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,656,720	11,213	0.0%	Shares	Sole	2023-01-25
2022-09-30	$1,512,745	11,213	0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,554,346	11,213	0.0%	Shares	Sole	2022-08-02
2022-03-31	$2,096,831	11,213	0.0%	Shares	Sole	2022-05-02
2021-12-31	$1,834,446	11,213	0.0%	Shares	Sole	2022-02-07
2021-09-30	$1,878,513	11,213	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,852,723	11,213	0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,585,966	11,213	-0.1%	Shares	Sole	2021-05-04
2020-12-31	$314,366	2,600	0.0%	Put	Sole	2021-02-03
2020-12-31	$1,357,577	11,228	-0.1%	Shares	Sole	2021-02-03
2020-09-30	$260,650	2,600	0.0%	Put	Sole	2020-10-29
2020-09-30	$1,127,110	11,243	0.0%	Shares	Sole	2020-10-29
2020-06-30	$247,520	2,600	0.0%	Put	Sole	2020-07-31
2020-06-30	$1,070,333	11,243	-69.4%	Shares	Sole	2020-07-31
2020-03-31	$21,000	2,600	—	Put	Sole	2020-04-24
2020-03-31	$3,147,109	36,761	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.