Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in AXP — American Express Co
CIK 1510434
Seattle, WA
Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,235,771
+$1,007,101 QoQ
Shares Held
15,479
+10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#226
of 1,247 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $33,098,569 across 10 Credit Services names. AXP ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
39,521 | $13,559,259 | |
| 2 | MA |
Mastercard Inc
|
10,370 | $5,326,031 | |
| 3 | AXP |
American Express Co
This page
|
15,479 | $5,235,771 | |
| 4 | WRLD |
World Acceptance Corp
|
11,326 | $2,535,097 | |
| 5 | COF |
Capital One Financial Corp
|
10,397 | $2,085,846 | |
| 6 | SYF |
Synchrony Financial
|
19,913 | $1,514,383 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
67,759 | $1,214,918 | |
| 8 | ALLY |
Ally Financial Inc.
|
14,148 | $650,100 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,235,771 | 15,479 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,228,670 | 13,980 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,160,432 | 13,949 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $4,883,415 | 14,702 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $5,564,287 | 17,444 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $4,145,253 | 15,407 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,379,068 | 8,016 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,212,992 | 8,160 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,860,041 | 8,033 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,525,978 | 6,702 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $801,627 | 4,279 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $609,739 | 4,087 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $518,245 | 2,975 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $450,313 | 2,730 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $343,075 | 2,322 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $336,330 | 2,493 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $331,163 | 2,389 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $243,100 | 1,300 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $242,128 | 1,480 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $281,115 | 1,678 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $226,199 | 1,369 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $435,486 | 4,344 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $356,619 | 3,746 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $278,061 | 3,248 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||