Forvis Mazars Wealth Advisors, LLC

Position in AXP — American Express Co

CIK 1352864 Springfield, MO

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,143,091

+$547,815 QoQ

Shares Held

15,205

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#802

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $17,618,028 across 4 Credit Services names. AXP ranks #1 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	15,205	$5,143,091
2	MA	Mastercard Inc	9,981	$5,126,241
3	COF	Capital One Financial Corp	21,189	$4,250,937
4	V	Visa Inc.	9,029	$3,097,759

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,143,091	15,205	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$4,595,276	15,192	-0.3%	Shares	Sole	2026-05-01
2025-12-31	$5,636,928	15,237	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$5,018,605	15,109	+0.3%	Shares	Sole	2025-10-30
2025-06-30	$4,806,071	15,067	-0.0%	Shares	Sole	2025-07-29
2025-03-31	$4,055,659	15,074	+41.3%	Shares	Sole	2025-05-13
2024-12-31	$3,165,562	10,666	-2.4%	Shares	Sole	2025-02-04
2024-09-30	$2,962,588	10,924	-28.7%	Shares	Sole	2024-11-14
2024-06-30	$3,549,198	15,328	+39.7%	Shares	Sole	2024-08-09
2024-03-31	$2,498,214	10,972	-3.0%	Shares	Sole	2024-04-19
2023-12-31	$2,118,440	11,308	-5.7%	Shares	Sole	2024-01-11
2023-09-30	$1,789,534	11,995	+2.9%	Shares	Sole	2023-10-26
2023-06-30	$2,031,172	11,660	+17.6%	Shares	Sole	2023-08-08
2023-03-31	$1,635,644	9,916	+0.3%	Shares	Sole	2023-04-27
2022-12-31	$1,460,361	9,884	-9.3%	Shares	Sole	2023-02-03
2022-09-30	$1,470,384	10,899	-2.3%	Shares	Sole	2022-10-14
2022-06-30	$1,546,444	11,156	-3.9%	Shares	Sole	2022-07-22
2022-03-31	$2,170,322	11,606	-5.0%	Shares	Sole	2022-05-10
2021-12-31	$1,999,355	12,221	-7.6%	Shares	Sole	2022-01-14
2021-09-30	$2,214,914	13,221	+1.0%	Shares	Sole	2021-10-14
2021-06-30	$2,162,695	13,089	-9.0%	Shares	Sole	2021-07-14
2021-03-31	$2,034,331	14,383	-24.7%	Shares	Sole	2021-04-23
2020-12-31	$2,309,985	19,105	-17.2%	Shares	Sole	2021-01-22
2020-09-30	$2,312,366	23,066	-1.7%	Shares	Sole	2020-11-05
2020-06-30	$2,232,916	23,455	-10.0%	Shares	Sole	2020-07-15
2020-03-31	$2,231,767	26,069	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.