CWM, LLC

Position in AXP — American Express Co

CIK 1535847 OMAHA, NE

Position in AXP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$12,135,800

-$2,040,684 QoQ

Shares Held

40,121

+4.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 7.350265447022757.ToString("F0")% Shared 0.ToString("F0")% None 92.64973455297725.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $182,069,370 across 40 Credit Services names. AXP ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	269,729	$81,522,892
2	MA	Mastercard Inc	85,759	$42,850,341
3	COF	Capital One Financial Corp	84,912	$15,490,496
4	AXP	American Express Co This page	40,121	$12,135,800
5	PYPL	PayPal Holdings, Inc.	177,245	$8,016,791
6	SYF	Synchrony Financial	96,644	$6,573,724
7	OMF	OneMain Holdings, Inc.	58,751	$3,142,590
8	ALLY	Ally Financial Inc.	62,935	$2,468,940

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,135,800	40,121	+4.7%	Shares	Sole	2026-05-14
2025-12-31	$14,176,484	38,320	+18.5%	Shares	Sole	2026-01-26
2025-09-30	$10,740,393	32,335	+4.9%	Shares	Sole	2025-10-15
2025-06-30	$9,829,049	30,814	+1.5%	Shares	Sole	2025-07-25
2025-03-31	$8,166,205	30,352	+1.9%	Shares	Sole	2025-05-01
2024-12-31	$8,844,045	29,799	+29.7%	Shares	Sole	2025-02-04
2024-09-30	$6,232,989	22,983	+8.8%	Shares	Sole	2024-10-08
2024-06-30	$4,891,725	21,126	+1.1%	Shares	Sole	2024-07-10
2024-03-31	$4,759,176	20,902	+9.4%	Shares	Sole	2024-04-05
2023-12-31	$3,578,756	19,103	+0.7%	Shares	Sole	2024-02-01
2023-09-30	$2,829,537	18,966	+6.0%	Shares	Sole	2023-10-11
2023-06-30	$3,116,263	17,889	+7.7%	Shares	Sole	2023-08-03
2023-03-31	$2,740,809	16,616	+25.0%	Shares	Sole	2023-05-01
2022-12-31	$1,963,893	13,292	+53.0%	Shares	Sole	2023-02-01
2022-09-30	$1,171,963	8,687	+36.2%	Shares	Sole	2022-10-27
2022-06-30	$883,979	6,377	-6.4%	Shares	Sole	2022-07-28
2022-03-31	$1,274,592	6,816	+32.8%	Shares	Sole	2022-04-21
2021-12-31	$839,595	5,132	+59.8%	Shares	Sole	2022-01-31
2021-06-30	$530,718	3,212	0.0%	Shares	Sole	2021-09-15
2021-03-31	$454,305	3,212	0.0%	Shares	Sole	2021-09-15
2020-12-31	$388,362	3,212	0.0%	Shares	Sole	2021-09-15
2020-09-30	$322,003	3,212	0.0%	Shares	Sole	2021-09-15
2020-06-30	$305,782	3,212	0.0%	Shares	Sole	2021-09-15
2020-03-31	$274,979	3,212	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.