Triangle Securities Wealth Management
Broker-DealerPosition in AXP — American Express Co
CIK 1541353
RALEIGH, NC
Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$653,837
+$25,889 QoQ
Shares Held
1,933
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,829
of 2,990 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, 2026Triangle Securities Wealth Management holds $4,957,638 across 4 Credit Services names. AXP ranks #2 (13.2% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,837 | 1,933 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $627,948 | 2,076 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $977,407 | 2,642 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $892,846 | 2,688 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $637,641 | 1,999 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $736,389 | 2,737 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $797,474 | 2,687 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $734,952 | 2,710 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $627,500 | 2,710 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $617,039 | 2,710 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $507,691 | 2,710 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $404,304 | 2,710 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $466,159 | 2,676 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $441,406 | 2,676 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $395,379 | 2,676 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $361,019 | 2,676 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $384,116 | 2,771 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $518,177 | 2,771 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $453,335 | 2,771 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $448,310 | 2,676 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $442,155 | 2,676 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $378,493 | 2,676 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $323,555 | 2,676 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $294,835 | 2,941 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $279,983 | 2,941 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $251,779 | 2,941 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||