LMCG INVESTMENTS, LLC

Position in AXP — American Express Co

CIK 1470944 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$521,581

+$52,435 QoQ

Shares Held

1,542

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,995

of 2,990 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $55,969,946 across 4 Credit Services names. AXP ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	74,631	$25,605,149
2	COF	Capital One Financial Corp	89,853	$18,026,308
3	MA	Mastercard Inc	23,008	$11,816,908
4	AXP	American Express Co This page	1,542	$521,581

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,581	1,542	-0.6%	Shares	Sole	2026-07-22
2026-03-31	$469,146	1,551	-0.3%	Shares	Sole	2026-04-29
2025-12-31	$575,642	1,556	-0.4%	Shares	Sole	2026-02-03
2025-09-30	$519,166	1,563	-14.5%	Shares	Sole	2025-10-29
2025-06-30	$583,414	1,829	-7.8%	Shares	Sole	2025-07-24
2025-03-31	$533,526	1,983	-0.3%	Shares	Sole	2025-04-10
2024-12-31	$590,018	1,988	+2.0%	Shares	Sole	2025-01-16
2024-09-30	$528,568	1,949	-0.2%	Shares	Sole	2024-10-29
2024-06-30	$452,217	1,953	-5.8%	Shares	Sole	2024-08-09
2024-03-31	$472,229	2,074	-1.1%	Shares	Sole	2024-05-06
2023-12-31	$392,851	2,097	+22.8%	Shares	Sole	2024-02-08
2023-09-30	$254,667	1,707	-1.8%	Shares	Sole	2023-11-03
2023-06-30	$302,759	1,738	-1.0%	Shares	Sole	2023-08-03
2023-03-31	$289,652	1,756	-0.3%	Shares	Sole	2023-05-05
2022-12-31	$260,187	1,761	-0.8%	Shares	Sole	2023-02-07
2022-09-30	$239,465	1,775	-0.1%	Shares	Sole	2022-11-08
2022-06-30	$246,189	1,776	-12.0%	Shares	Sole	2022-08-08
2022-03-31	$377,366	2,018	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.