WestEnd Advisors, LLC

Position in AXP — American Express Co

CIK 1351731 CHARLOTTE, NC

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,426

+$982 QoQ

Shares Held

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,950

of 2,990 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WestEnd Advisors, LLC holds $36,262,194 across 6 Credit Services names. AXP ranks #3 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	70,507	$36,212,395
2	V	Visa Inc.	107	$36,710
3	AXP	American Express Co This page	19	$6,426
4	COF	Capital One Financial Corp	22	$4,413
5	PYPL	PayPal Holdings, Inc.	31	$1,338
6	SYF	Synchrony Financial	12	$912

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,426	19	+5.6%	Shares	Sole	2026-07-22
2026-03-31	$5,444	18	0.0%	Shares	Sole	2026-04-22
2025-12-31	$6,659	18	+38.5%	Shares	Sole	2026-01-27
2025-09-30	$4,318	13	+8.3%	Shares	Sole	2025-10-22
2025-06-30	$3,827	12	-25.0%	Shares	Sole	2025-07-23
2025-03-31	$4,304	16	+166.7%	Shares	Sole	2025-04-25
2024-12-31	$1,780	6	+50.0%	Shares	Sole	2025-01-28
2024-09-30	$1,084	4	+33.3%	Shares	Sole	2024-10-25
2024-06-30	$694	3	+50.0%	Shares	Sole	2024-07-29
2024-03-31	$455	2	-99.9%	Shares	Sole	2024-05-07
2022-09-30	$208,570	1,546	-99.4%	Shares	Sole	2022-10-27
2022-06-30	$34,791,956	250,988	-8.3%	Shares	Sole	2022-07-28
2022-03-31	$44,228,492	236,516	-13.1%	Principal	Other	2022-04-26
2021-12-31	$44,771,921	273,667	-13.1%	Shares	Sole	2022-01-14
2021-09-30	$45,584,410	272,097	+0.2%	Principal	Sole	2021-10-26
2021-06-30	$44,881,424	271,630	—	Principal	Sole	2021-07-15
2021-03-31	$44,549,639	314,972	-6.1%	Shares	Sole	2021-04-27
2020-12-31	$40,561,556	335,469	-3.8%	Shares	Sole	2021-01-28
2020-09-30	$34,949,957	348,628	—	Shares	Sole	2020-10-22
No filing history on record for this holder in this stock.