Modera Wealth Management, LLC

Position in AXP — American Express Co

CIK 1542143 WESTWOOD, NJ

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,332,716

+$707,193 QoQ

Shares Held

18,722

+0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#724

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $59,101,887 across 5 Credit Services names. AXP ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	126,886	$43,533,317
2	AXP	American Express Co This page	18,722	$6,332,716
3	MA	Mastercard Inc	10,910	$5,603,376
4	PYPL	PayPal Holdings, Inc.	61,372	$2,650,042
5	COF	Capital One Financial Corp	4,897	$982,436

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,332,716	18,722	+0.7%	Shares	Sole	2026-08-03
2026-03-31	$5,625,523	18,598	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$6,910,666	18,680	-3.1%	Shares	Sole	2026-01-21
2025-09-30	$6,403,380	19,278	-2.1%	Shares	Sole	2025-10-31
2025-06-30	$6,281,035	19,691	+1.3%	Shares	Sole	2025-08-06
2025-03-31	$5,231,408	19,444	-0.5%	Shares	Sole	2025-05-08
2024-12-31	$5,797,199	19,533	+1.1%	Shares	Sole	2025-02-06
2024-09-30	$5,240,940	19,325	+0.0%	Shares	Sole	2024-10-24
2024-06-30	$4,473,082	19,318	-0.4%	Shares	Sole	2024-07-29
2024-03-31	$4,416,958	19,399	+1.7%	Shares	Sole	2024-05-14
2023-12-31	$3,574,821	19,082	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$2,860,718	19,175	-1.5%	Shares	Sole	2023-11-30
2023-06-30	$3,390,977	19,466	+24.7%	Shares	Sole	2023-08-07
2023-03-31	$2,574,704	15,609	-1.1%	Shares	Sole	2023-05-05
2022-12-31	$2,331,642	15,781	+11.1%	Shares	Sole	2023-02-07
2022-09-30	$1,915,722	14,200	-14.8%	Shares	Sole	2022-11-01
2022-06-30	$2,310,379	16,667	-0.1%	Shares	Sole	2022-07-27
2022-03-31	$3,121,217	16,691	-25.9%	Shares	Sole	2022-05-03
2021-12-31	$3,684,926	22,524	+61.3%	Shares	Sole	2022-02-04
2021-09-30	$2,339,221	13,963	-0.5%	Shares	Sole	2021-11-04
2021-06-30	$2,318,011	14,029	+2.7%	Shares	Sole	2021-08-02
2021-03-31	$1,932,494	13,663	-2.6%	Shares	Sole	2021-04-29
2020-12-31	$1,696,730	14,033	+4.7%	Shares	Sole	2021-02-11
2020-09-30	$1,343,350	13,400	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$1,279,868	13,444	-1.1%	Shares	Sole	2020-08-12
2020-03-31	$1,163,525	13,591	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.