WealthTrust Axiom LLC

Position in AXP — American Express Co

CIK 1425949 WAYNE, PA

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,721,016

+$181,998 QoQ

Shares Held

5,088

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,264

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

WealthTrust Axiom LLC holds $2,334,052 across 3 Credit Services names. AXP ranks #1 (73.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	5,088	$1,721,016
2	V	Visa Inc.	1,174	$402,787
3	COF	Capital One Financial Corp	1,048	$210,249

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,721,016	5,088	0.0%	Shares	Sole	2026-08-11
2026-03-31	$1,539,018	5,088	0.0%	Shares	Sole	2026-05-11
2025-12-31	$1,882,305	5,088	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,690,030	5,088	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,622,970	5,088	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$1,367,581	5,083	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,508,583	5,083	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$1,383,391	5,101	+14.4%	Shares	Sole	2024-11-13
2024-06-30	$1,032,018	4,457	0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,014,814	4,457	-11.5%	Shares	Sole	2024-05-10
2023-12-31	$943,256	5,035	+79.9%	Shares	Sole	2024-02-05
2023-09-30	$417,582	2,799	-54.5%	Shares	Sole	2023-11-03
2023-06-30	$1,071,852	6,153	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,014,937	6,153	0.0%	Shares	Sole	2023-05-03
2022-12-31	$909,105	6,153	-0.0%	Shares	Sole	2023-01-31
2022-09-30	$830,236	6,154	0.0%	Shares	Sole	2022-11-03
2022-06-30	$853,067	6,154	+0.2%	Shares	Sole	2022-07-27
2022-03-31	$1,148,928	6,144	+0.5%	Shares	Sole	2022-05-09
2021-12-31	$1,000,250	6,114	0.0%	Shares	Sole	2022-02-02
2021-09-30	$1,024,278	6,114	0.0%	Shares	Sole	2021-10-14
2021-06-30	$1,010,216	6,114	0.0%	Shares	Sole	2021-07-22
2021-03-31	$864,764	6,114	-4.7%	Shares	Sole	2021-04-14
2020-12-31	$775,516	6,414	0.0%	Shares	Sole	2021-02-04
2020-09-30	$643,003	6,414	0.0%	Shares	Sole	2020-10-21
2020-06-30	$610,612	6,414	+4.9%	Shares	Sole	2020-07-31
2020-03-31	$523,419	6,114	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.