Crestwood Advisors Group, LLC

Position in AXP — American Express Co

CIK 1426853 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,509,887

+$493,861 QoQ

Shares Held

13,333

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#844

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

Crestwood Advisors Group, LLC holds $159,164,539 across 7 Credit Services names. AXP ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	319,578	$109,644,016
2	MA	Mastercard Inc	82,614	$42,430,550
3	AXP	American Express Co This page	13,333	$4,509,887
4	COF	Capital One Financial Corp	6,243	$1,252,470
5	SYF	Synchrony Financial	8,677	$659,885
6	ALLY	Ally Financial Inc.	7,528	$345,911
7	PYPL	PayPal Holdings, Inc.	7,453	$321,820

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,509,887	13,333	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$4,016,026	13,277	-6.9%	Shares	Sole	2026-05-05
2025-12-31	$5,278,076	14,267	+78.0%	Shares	Sole	2026-02-03
2025-09-30	$2,662,926	8,017	+9.3%	Shares	Sole	2025-11-07
2025-06-30	$2,338,761	7,332	+6.7%	Shares	Sole	2025-08-05
2025-03-31	$1,848,104	6,869	+11.4%	Shares	Sole	2025-05-05
2024-12-31	$1,830,303	6,167	+8.7%	Shares	Sole	2025-02-04
2024-09-30	$1,537,975	5,671	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$1,309,878	5,657	-11.1%	Shares	Sole	2024-08-01
2024-03-31	$1,449,019	6,364	+19.4%	Shares	Sole	2024-05-08
2023-12-31	$998,522	5,330	+1.4%	Shares	Sole	2024-02-13
2023-09-30	$784,291	5,257	+7.9%	Shares	Sole	2023-11-15
2023-06-30	$848,528	4,871	-4.0%	Shares	Sole	2023-08-15
2023-03-31	$836,626	5,072	-39.6%	Shares	Sole	2023-05-12
2022-12-31	$1,241,247	8,401	+12.5%	Shares	Sole	2023-02-14
2022-09-30	$1,007,507	7,468	-0.3%	Shares	Sole	2022-10-26
2022-06-30	$1,038,679	7,493	+0.1%	Shares	Sole	2022-07-07
2022-03-31	$1,399,882	7,486	+2.2%	Shares	Sole	2022-04-12
2021-12-31	$1,197,879	7,322	0.0%	Shares	Sole	2022-02-15
2021-09-30	$1,226,654	7,322	-0.2%	Shares	Sole	2021-11-03
2021-06-30	$1,212,292	7,337	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$1,042,837	7,373	+1.0%	Shares	Sole	2021-04-21
2020-12-31	$882,280	7,297	+15.2%	Shares	Sole	2021-02-09
2020-09-30	$635,083	6,335	+0.7%	Shares	Sole	2020-10-06
2020-06-30	$599,093	6,293	+0.8%	Shares	Sole	2020-08-14
2020-03-31	$534,206	6,240	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.