Goelzer Investment Management, Inc.

Position in AXP — American Express Co

CIK 1550057 CARMEL, IN

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,082,677

+$78,145 QoQ

Shares Held

12,070

-8.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#878

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $17,436,119 across 3 Credit Services names. AXP ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25,824	$8,859,956
2	MA	Mastercard Inc	8,749	$4,493,486
3	AXP	American Express Co This page	12,070	$4,082,677

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,082,677	12,070	-8.8%	Shares	Sole	2026-07-15
2026-03-31	$4,004,532	13,239	-2.6%	Shares	Sole	2026-04-09
2025-12-31	$5,029,100	13,594	-1.7%	Shares	Sole	2026-01-14
2025-09-30	$4,594,104	13,831	-1.3%	Shares	Sole	2025-10-14
2025-06-30	$4,470,185	14,014	-1.0%	Shares	Sole	2025-07-09
2025-03-31	$3,808,671	14,156	-1.4%	Shares	Sole	2025-04-29
2024-12-31	$4,259,233	14,351	-3.7%	Shares	Sole	2025-01-21
2024-09-30	$4,043,320	14,909	-3.0%	Shares	Sole	2024-10-04
2024-06-30	$3,558,923	15,370	-2.2%	Shares	Sole	2024-08-09
2024-03-31	$3,579,286	15,720	-13.3%	Shares	Sole	2024-05-02
2023-12-31	$3,398,534	18,141	-6.5%	Shares	Sole	2024-02-08
2023-09-30	$2,895,479	19,408	-1.3%	Shares	Sole	2023-11-13
2023-06-30	$3,427,036	19,673	-7.4%	Shares	Sole	2023-07-27
2023-03-31	$3,504,692	21,247	-22.5%	Shares	Sole	2023-04-28
2022-12-31	$4,050,566	27,415	-5.2%	Shares	Sole	2023-01-20
2022-09-30	$3,901,192	28,917	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$4,030,792	29,078	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$5,418,886	28,978	-4.0%	Shares	Sole	2022-05-10
2021-12-31	$4,940,556	30,199	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$5,096,430	30,421	-11.7%	Shares	Sole	2021-10-29
2021-06-30	$5,690,355	34,439	-1.2%	Shares	Sole	2021-08-12
2021-03-31	$4,931,305	34,865	-5.9%	Shares	Sole	2021-05-06
2020-12-31	$4,480,924	37,060	-14.6%	Shares	Sole	2021-02-12
2020-09-30	$4,349,847	43,390	-0.6%	Shares	Sole	2020-10-27
2020-06-30	$4,154,147	43,636	-0.2%	Shares	Sole	2020-08-12
2020-03-31	$3,742,869	43,720	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.