Westside Investment Management, Inc.
Position in AXP — American Express Co
CIK 1538383
SANTA MONICA, CA
Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$317,616
+$33,588 QoQ
Shares Held
939
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,340
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $2,063,772 across 10 Credit Services names. AXP ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,467 | $503,312 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
11,579 | $499,981 | |
| 3 | AXP |
American Express Co
This page
|
939 | $317,616 | |
| 4 | MA |
Mastercard Inc
|
434 | $222,902 | |
| 5 | COF |
Capital One Financial Corp
|
925 | $185,573 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,170 | $95,413 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
2,450 | $86,803 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
3,600 | $64,548 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,616 | 939 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $284,028 | 939 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $347,383 | 939 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $302,929 | 912 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $259,011 | 812 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $191,562 | 712 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $211,314 | 712 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $193,093 | 712 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $164,863 | 712 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $157,789 | 693 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $129,826 | 693 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $103,388 | 693 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $120,720 | 693 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $114,310 | 693 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $102,390 | 693 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $93,492 | 693 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $96,063 | 693 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $129,591 | 693 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $113,374 | 693 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $116,098 | 693 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $114,504 | 693 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $98,017 | 693 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $107,972 | 893 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $119,598 | 1,193 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $113,573 | 1,193 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $93,571 | 1,093 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||