ASPIRIANT, LLC

Position in AXP — American Express Co

CIK 1433541 San Francisco, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,929,378

+$391,268 QoQ

Shares Held

5,704

+12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,207

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

ASPIRIANT, LLC holds $6,686,340 across 4 Credit Services names. AXP ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,742	$1,970,022
2	AXP	American Express Co This page	5,704	$1,929,378
3	MA	Mastercard Inc	3,174	$1,630,166
4	COF	Capital One Financial Corp	5,766	$1,156,774

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,929,378	5,704	+12.2%	Shares	Sole	2026-07-20
2026-03-31	$1,538,110	5,085	+6.4%	Shares	Sole	2026-05-12
2025-12-31	$1,767,621	4,778	+9.9%	Shares	Sole	2026-01-20
2025-09-30	$1,444,231	4,348	-1.4%	Shares	Sole	2025-10-24
2025-06-30	$1,406,701	4,410	-4.7%	Shares	Sole	2025-07-29
2025-03-31	$1,245,432	4,629	-10.5%	Shares	Sole	2025-04-21
2024-12-31	$1,534,997	5,172	+3.4%	Shares	Sole	2025-01-16
2024-09-30	$1,356,542	5,002	-12.2%	Shares	Sole	2024-10-17
2024-06-30	$1,318,908	5,696	-10.0%	Shares	Sole	2024-07-15
2024-03-31	$1,441,277	6,330	+0.8%	Shares	Sole	2024-04-15
2023-12-31	$1,176,869	6,282	+22.6%	Shares	Sole	2024-01-26
2023-09-30	$764,151	5,122	+4.1%	Shares	Sole	2023-10-18
2023-06-30	$857,064	4,920	-5.1%	Shares	Sole	2023-07-19
2023-03-31	$855,430	5,186	-0.4%	Shares	Sole	2023-04-27
2022-12-31	$769,186	5,206	+4.8%	Shares	Sole	2023-01-23
2022-09-30	$669,963	4,966	+6.1%	Shares	Sole	2022-10-28
2022-06-30	$649,018	4,682	-3.8%	Shares	Sole	2022-07-25
2022-03-31	$909,942	4,866	+4.2%	Shares	Sole	2022-05-06
2021-12-31	$764,175	4,671	+1.3%	Shares	Sole	2022-02-14
2021-09-30	$772,648	4,612	-0.1%	Shares	Sole	2021-10-27
2021-06-30	$762,701	4,616	-0.2%	Shares	Sole	2021-08-13
2021-03-31	$654,160	4,625	-2.2%	Shares	Sole	2021-05-11
2020-12-31	$571,541	4,727	+2.1%	Shares	Sole	2021-02-01
2020-09-30	$463,957	4,628	+0.1%	Shares	Sole	2020-10-29
2020-06-30	$440,300	4,625	-0.9%	Shares	Sole	2020-08-06
2020-03-31	$399,370	4,665	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.