Welch Group, LLC

Position in AXP — American Express Co

CIK 1443095 BIRMINGHAM, AL

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,395,631

+$676,340 QoQ

Shares Held

18,908

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#716

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

Welch Group, LLC holds $32,681,491 across 4 Credit Services names. AXP ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	44,021	$15,103,164
2	MA	Mastercard Inc	20,831	$10,698,801
3	AXP	American Express Co This page	18,908	$6,395,631
4	COF	Capital One Financial Corp	2,412	$483,895

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,395,631	18,908	0.0%	Shares	Sole	2026-07-23
2026-03-31	$5,719,291	18,908	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$6,989,095	18,892	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$6,266,530	18,866	+0.2%	Shares	Sole	2025-10-14
2025-06-30	$6,007,350	18,833	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$5,060,561	18,809	-0.1%	Shares	Sole	2025-04-08
2024-12-31	$5,586,478	18,823	+1.7%	Shares	Sole	2025-01-27
2024-09-30	$5,017,200	18,500	+9.8%	Shares	Sole	2024-10-24
2024-06-30	$3,899,765	16,842	+26.2%	Shares	Sole	2024-07-17
2024-03-31	$3,037,839	13,342	0.0%	Shares	Sole	2024-04-09
2023-12-31	$2,499,490	13,342	+8.1%	Shares	Sole	2024-01-23
2023-09-30	$1,841,302	12,342	-0.7%	Shares	Sole	2023-10-18
2023-06-30	$2,165,306	12,430	0.0%	Shares	Sole	2023-07-18
2023-03-31	$2,050,328	12,430	0.0%	Shares	Sole	2023-04-13
2022-12-31	$1,836,532	12,430	-5.1%	Shares	Sole	2023-01-30
2022-09-30	$1,767,455	13,101	0.0%	Shares	Sole	2022-10-13
2022-06-30	$1,816,060	13,101	+0.2%	Shares	Sole	2022-07-21
2022-03-31	$2,445,212	13,076	+0.5%	Shares	Sole	2022-04-29
2021-12-31	$2,128,763	13,012	0.0%	Shares	Sole	2022-01-26
2021-09-30	$2,179,900	13,012	-1.7%	Shares	Sole	2021-11-05
2021-06-30	$2,187,810	13,241	-0.2%	Shares	Sole	2021-07-21
2021-03-31	$1,875,777	13,262	-15.1%	Shares	Sole	2021-04-23
2020-12-31	$1,889,097	15,624	+1.1%	Shares	Sole	2021-01-25
2020-09-30	$1,549,664	15,458	+26.1%	Shares	Sole	2020-10-28
2020-06-30	$1,167,247	12,261	+7.4%	Shares	Sole	2020-07-22
2020-03-31	$977,580	11,419	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.