Gallagher Fiduciary Advisors, LLC
Position in AXP — American Express Co
CIK 1527781
ROLLING MEADOWS, IL
Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$241,379
-$50,881 QoQ
Shares Held
798
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Gallagher Fiduciary Advisors, LLC holds $1,153,814 across 3 Credit Services names. AXP ranks #3 (20.9% of the industry book) .
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,379 | 798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $292,260 | 790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $259,749 | 782 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $315,790 | 990 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $298,914 | 1,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $365,051 | 1,230 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||