Aureus Asset Management, LLC

Position in AXP — American Express Co

CIK 1381296 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$37,472,349

+$3,838,691 QoQ

Shares Held

110,783

-0.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

2.38%

of 13F equity value

Holder Rank

#297

of 2,990 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aureus Asset Management, LLC holds $97,532,869 across 4 Credit Services names. AXP ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	172,597	$59,216,304
2	AXP	American Express Co This page	110,783	$37,472,349
3	MA	Mastercard Inc	1,241	$637,377
4	COF	Capital One Financial Corp	1,031	$206,839

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,472,349	110,783	-0.4%	Shares	Sole	2026-08-14
2026-03-31	$33,633,658	111,193	-19.6%	Shares	Sole	2026-05-13
2025-12-31	$51,167,414	138,309	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$46,396,773	139,682	-5.0%	Shares	Sole	2025-11-17
2025-06-30	$46,911,750	147,068	+7.2%	Shares	Sole	2025-08-14
2025-03-31	$36,896,171	137,135	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$40,898,552	137,803	-1.6%	Shares	Sole	2025-02-14
2024-09-30	$37,994,848	140,099	-14.5%	Shares	Sole	2024-11-14
2024-06-30	$37,934,836	163,830	-9.7%	Shares	Sole	2024-08-13
2024-03-31	$41,305,698	181,412	-0.4%	Shares	Sole	2024-05-13
2023-12-31	$34,119,297	182,125	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$27,158,547	182,040	-3.8%	Shares	Sole	2023-11-13
2023-06-30	$32,974,840	189,293	-5.0%	Shares	Sole	2023-08-11
2023-03-31	$32,878,328	199,323	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$29,472,431	199,475	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$27,306,998	202,409	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$27,968,525	201,764	-0.3%	Shares	Sole	2022-08-15
2022-03-31	$37,837,019	202,337	-0.6%	Shares	Sole	2022-05-12
2021-12-31	$33,289,328	203,480	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$33,828,997	201,928	+4.4%	Shares	Sole	2021-11-12
2021-06-30	$31,966,882	193,469	+4.2%	Shares	Sole	2021-08-16
2021-03-31	$26,255,365	185,629	+1190.9%	Shares	Sole	2021-05-14
2020-12-31	$1,738,685	14,380	+100.9%	Shares	Sole	2021-02-16
2020-09-30	$717,589	7,158	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.