Boltwood Capital Management

Position in AXP — American Express Co

CIK 1563690 WALNUT CREEK, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,391,427

+$243,819 QoQ

Shares Held

7,070

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#1,110

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Boltwood Capital Management holds $4,112,473 across 3 Credit Services names. AXP ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	7,070	$2,391,427
2	MA	Mastercard Inc	2,880	$1,479,168
3	V	Visa Inc.	705	$241,878

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,391,427	7,070	-0.4%	Shares	Sole	2026-07-06
2026-03-31	$2,147,608	7,100	-0.5%	Shares	Sole	2026-04-08
2025-12-31	$2,639,593	7,135	-1.4%	Shares	Sole	2026-01-02
2025-09-30	$2,402,513	7,233	-0.1%	Shares	Sole	2025-10-06
2025-06-30	$2,310,372	7,243	-0.8%	Shares	Sole	2025-07-08
2025-03-31	$1,963,526	7,298	-0.6%	Shares	Sole	2025-04-10
2024-12-31	$2,179,328	7,343	-0.8%	Shares	Sole	2025-01-06
2024-09-30	$2,007,422	7,402	-0.7%	Shares	Sole	2024-10-02
2024-06-30	$1,725,510	7,452	-6.4%	Shares	Sole	2024-07-08
2024-03-31	$1,812,412	7,960	-1.1%	Shares	Sole	2024-04-04
2023-12-31	$1,508,087	8,050	-2.2%	Shares	Sole	2024-01-05
2023-09-30	$1,228,579	8,235	-1.1%	Shares	Sole	2023-10-10
2023-06-30	$1,450,215	8,325	-0.7%	Shares	Sole	2023-07-06
2023-03-31	$1,382,281	8,380	+2.3%	Shares	Sole	2023-04-04
2022-12-31	$1,210,072	8,190	-0.9%	Shares	Sole	2023-01-06
2022-09-30	$1,115,031	8,265	-0.6%	Shares	Sole	2022-10-04
2022-06-30	$1,152,625	8,315	-2.1%	Shares	Sole	2022-07-07
2022-03-31	$1,588,004	8,492	-4.6%	Shares	Sole	2022-04-20
2021-12-31	$1,456,203	8,901	-0.6%	Shares	Sole	2022-01-10
2021-09-30	$1,499,561	8,951	0.0%	Shares	Sole	2021-10-08
2021-06-30	$1,478,973	8,951	0.0%	Shares	Sole	2021-07-06
2021-03-31	$1,266,029	8,951	-6.0%	Shares	Sole	2021-04-05
2020-12-31	$1,151,425	9,523	-0.5%	Shares	Sole	2021-01-04
2020-09-30	$959,693	9,573	-0.5%	Shares	Sole	2020-10-05
2020-06-30	$916,109	9,623	-22.3%	Shares	Sole	2020-07-02
2020-03-31	$1,060,108	12,383	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.