Baltimore-Washington Financial Advisors, Inc.

Position in AXP — American Express Co

CIK 1555486 Columbia, MD

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$264,173

-$59,480 QoQ

Shares Held

781

-27.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,465

of 2,990 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Baltimore-Washington Financial Advisors, Inc. holds $62,120,971 across 5 Credit Services names. AXP ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	106,828	$36,651,618
2	SOFI	SoFi Technologies, Inc.	897,459	$16,091,439
3	COF	Capital One Financial Corp	40,550	$8,135,141
4	AFRM	Affirm Holdings, Inc.	12,000	$978,600
5	AXP	American Express Co This page	781	$264,173

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,173	781	-27.0%	Shares	Sole	2026-08-13
2026-03-31	$323,653	1,070	+13.2%	Shares	Sole	2026-05-15
2025-12-31	$349,602	945	0.0%	Shares	Sole	2026-02-13
2025-09-30	$313,891	945	+11.0%	Shares	Sole	2025-11-12
2025-06-30	$271,451	851	0.0%	Shares	Sole	2025-08-13
2025-03-31	$228,961	851	0.0%	Shares	Sole	2025-05-14
2024-12-31	$252,568	851	-0.4%	Shares	Sole	2025-01-24
2024-09-30	$231,604	854	-32.3%	Shares	Sole	2024-11-12
2023-06-30	$219,840	1,262	0.0%	Shares	Sole	2023-08-09
2023-03-31	$208,166	1,262	-32.2%	Shares	Sole	2023-05-10
2022-12-31	$275,110	1,862	-4.1%	Shares	Sole	2023-02-09
2022-09-30	$261,995	1,942	0.0%	Shares	Sole	2022-10-31
2022-06-30	$269,200	1,942	+3.5%	Shares	Sole	2022-08-05
2022-03-31	$350,999	1,877	-12.4%	Shares	Sole	2022-05-13
2021-12-31	$350,431	2,142	+14.0%	Shares	Sole	2022-04-08
2021-09-30	$314,788	1,879	0.0%	Shares	Sole	2021-10-20
2021-06-30	$310,467	1,879	+0.1%	Shares	Sole	2021-08-12
2021-03-31	$265,482	1,877	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.