LBMC INVESTMENT ADVISORS, LLC

Position in AXP — American Express Co

CIK 1536924 BRENTWOOD, TN

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$253,687

+$26,827 QoQ

Shares Held

750

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,498

of 2,990 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $6,576,851 across 4 Credit Services names. AXP ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	16,357	$3,281,541
2	MA	Mastercard Inc	3,188	$1,637,356
3	V	Visa Inc.	4,093	$1,404,267
4	AXP	American Express Co This page	750	$253,687

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,687	750	0.0%	Shares	Sole	2026-08-10
2026-03-31	$226,860	750	0.0%	Shares	Sole	2026-05-14
2025-12-31	$277,462	750	0.0%	Shares	Sole	2026-02-12
2025-09-30	$249,120	750	0.0%	Shares	Sole	2025-10-07
2025-06-30	$239,235	750	0.0%	Shares	Sole	2025-07-09
2025-03-31	$201,787	750	0.0%	Shares	Sole	2025-04-09
2024-12-31	$222,592	750	0.0%	Shares	Sole	2025-01-16
2024-09-30	$203,400	750	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.