Marble Harbor Investment Counsel, LLC

Position in AXP — American Express Co

CIK 1387130 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,823,034

+$298,536 QoQ

Shares Held

8,346

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,039

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

Marble Harbor Investment Counsel, LLC holds $12,150,290 across 3 Credit Services names. AXP ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PYPL	PayPal Holdings, Inc.	208,230	$8,991,371
2	AXP	American Express Co This page	8,346	$2,823,034
3	V	Visa Inc.	979	$335,885

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,823,034	8,346	0.0%	Shares	Sole	2026-08-07
2026-03-31	$2,524,498	8,346	-0.1%	Shares	Sole	2026-05-08
2025-12-31	$3,091,302	8,356	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$2,780,511	8,371	0.0%	Shares	Sole	2025-11-07
2025-06-30	$2,670,181	8,371	-11.5%	Shares	Sole	2025-08-08
2025-03-31	$2,545,482	9,461	-1.0%	Shares	Sole	2025-05-09
2024-12-31	$2,837,609	9,561	-0.3%	Shares	Sole	2025-02-07
2024-09-30	$2,599,723	9,586	-0.3%	Shares	Sole	2024-11-08
2024-06-30	$2,225,427	9,611	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$2,211,097	9,711	+2.9%	Shares	Sole	2024-05-10
2023-12-31	$1,767,552	9,435	-0.5%	Shares	Sole	2024-02-09
2023-09-30	$1,414,768	9,483	+2.4%	Shares	Sole	2023-11-09
2023-06-30	$1,613,614	9,263	0.0%	Shares	Sole	2023-08-10
2023-03-31	$1,527,931	9,263	0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,368,608	9,263	0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,249,671	9,263	0.0%	Shares	Sole	2022-11-08
2022-06-30	$1,284,037	9,263	0.0%	Shares	Sole	2022-08-11
2022-03-31	$1,732,181	9,263	0.0%	Shares	Sole	2022-05-09
2021-12-31	$1,515,426	9,263	0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,551,830	9,263	0.0%	Shares	Sole	2021-11-10
2021-06-30	$1,530,525	9,263	0.0%	Shares	Sole	2021-08-09
2021-03-31	$1,310,158	9,263	0.0%	Shares	Sole	2021-05-10
2020-12-31	$1,119,989	9,263	+0.3%	Shares	Sole	2021-02-08
2020-09-30	$926,109	9,238	+10.5%	Shares	Sole	2020-11-09
2020-06-30	$796,157	8,363	-9.5%	Shares	Sole	2020-08-06
2020-03-31	$790,865	9,238	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.