RWA WEALTH PARTNERS, LLC

Position in AXP — American Express Co

CIK 1544576 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$45,499,698

+$5,470,706 QoQ

Shares Held

134,515

+1.6% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#258

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $131,879,042 across 5 Credit Services names. AXP ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	221,234	$75,903,172
2	AXP	American Express Co This page	134,515	$45,499,698
3	MA	Mastercard Inc	16,507	$8,477,994
4	COF	Capital One Financial Corp	7,925	$1,589,912
5	PYPL	PayPal Holdings, Inc.	9,455	$408,266

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,499,698	134,515	+1.6%	Shares	Sole	2026-08-07
2026-03-31	$40,028,992	132,336	+52.9%	Shares	Sole	2026-05-13
2025-12-31	$32,026,941	86,571	+1.4%	Shares	Sole	2026-02-12
2025-09-30	$28,356,830	85,371	+222.2%	Shares	Sole	2025-11-10
2025-06-30	$8,452,331	26,498	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$7,123,635	26,477	-4.9%	Shares	Sole	2025-05-13
2024-12-31	$8,266,787	27,854	+3.0%	Shares	Sole	2025-02-12
2024-09-30	$7,332,163	27,036	+4.7%	Shares	Sole	2024-11-08
2024-06-30	$5,979,315	25,823	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$5,832,279	25,615	+3.8%	Shares	Sole	2024-04-29
2023-12-31	$4,625,236	24,689	+85.3%	Shares	Sole	2024-02-01
2023-09-30	$1,987,509	13,322	+3.2%	Shares	Sole	2023-10-11
2023-06-30	$2,248,747	12,909	+14.6%	Shares	Sole	2023-08-04
2023-03-31	$1,857,996	11,264	0.0%	Shares	Sole	2023-04-26
2022-12-31	$1,664,256	11,264	0.0%	Shares	Sole	2023-01-19
2022-09-30	$1,519,626	11,264	-1.8%	Shares	Sole	2022-10-14
2022-06-30	$1,590,525	11,474	0.0%	Shares	Sole	2022-07-14
2022-03-31	$2,145,638	11,474	+3.8%	Shares	Sole	2022-05-04
2021-12-31	$1,808,270	11,053	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$1,849,363	11,039	0.0%	Shares	Sole	2021-11-05
2021-06-30	$1,823,973	11,039	0.0%	Shares	Sole	2021-07-09
2021-03-31	$1,561,356	11,039	+0.9%	Shares	Sole	2021-05-05
2020-12-31	$1,322,634	10,939	+2.6%	Shares	Sole	2021-01-26
2020-09-30	$1,069,266	10,666	-25.6%	Shares	Sole	2020-11-13
2020-06-30	$1,364,787	14,336	+0.6%	Shares	Sole	2020-08-03
2020-03-31	$1,220,199	14,253	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.