Greenwich Wealth Management LLC

Position in AXP — American Express Co

CIK 1439805 GREENWICH, CT

Position in AXP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$341,294

+$51,519 QoQ

Shares Held

1,009

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,280

of 2,990 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $23,459,123 across 6 Credit Services names. AXP ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PYPL	PayPal Holdings, Inc.	507,395	$21,909,316
2	V	Visa Inc.	1,612	$553,061
3	AXP	American Express Co This page	1,009	$341,294
4	UPST	Upstart Holdings, Inc.	9,091	$322,094
5	MA	Mastercard Inc	424	$217,766
6	WU	Western Union CO	15,012	$115,592

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,294	1,009	+5.3%	Shares	Sole	2026-08-12
2026-03-31	$289,775	958	-12.1%	Shares	Sole	2026-05-12
2025-12-31	$403,245	1,090	+4.8%	Shares	Sole	2026-02-10
2025-09-30	$345,446	1,040	0.0%	Shares	Sole	2025-11-12
2025-06-30	$331,739	1,040	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$279,273	1,038	-25.5%	Shares	Sole	2025-05-12
2024-12-31	$413,725	1,394	+34.3%	Shares	Sole	2025-02-10
2024-09-30	$281,505	1,038	0.0%	Shares	Sole	2024-10-29
2024-06-30	$240,348	1,038	-1.2%	Shares	Sole	2024-08-09
2024-03-31	$239,302	1,051	-4.5%	Shares	Sole	2024-05-13
2023-12-31	$206,261	1,101	-4.8%	Shares	Sole	2024-02-01
2022-03-31	$216,172	1,156	-16.7%	Shares	Sole	2022-05-11
2021-12-31	$227,076	1,388	0.0%	Shares	Sole	2022-01-28
2021-09-30	$232,531	1,388	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.