INVESTMENT HOUSE LLC

Position in AXP — American Express Co

CIK 1566030 REDONDO BEACH, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$37,924,251

+$2,451,817 QoQ

Shares Held

112,119

-4.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#292

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Financial Services · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $69,511,921 across 6 Credit Services names. AXP ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	112,119	$37,924,251
2	V	Visa Inc.	42,224	$14,486,632
3	MA	Mastercard Inc	18,326	$9,412,233
4	PYPL	PayPal Holdings, Inc.	94,451	$4,078,394
5	SLM	SLM Corp	108,870	$2,824,087
6	KLAR	Klarna Group plc	38,850	$786,324

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,924,251	112,119	-4.4%	Shares	Sole	2026-07-31
2026-03-31	$35,472,434	117,272	+6.1%	Shares	Sole	2026-04-29
2025-12-31	$40,904,261	110,567	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$36,815,950	110,838	+0.2%	Shares	Sole	2025-10-31
2025-06-30	$35,277,912	110,596	+4.1%	Shares	Sole	2025-08-14
2025-03-31	$28,570,957	106,192	+6.6%	Shares	Sole	2025-05-08
2024-12-31	$29,561,767	99,605	+0.8%	Shares	Sole	2025-02-11
2024-09-30	$26,791,034	98,787	+0.7%	Shares	Sole	2024-11-07
2024-06-30	$22,715,286	98,101	+1.4%	Shares	Sole	2024-07-22
2024-03-31	$22,034,472	96,774	+6.4%	Shares	Sole	2024-05-02
2023-12-31	$17,038,573	90,950	+1.1%	Shares	Sole	2024-02-05
2023-09-30	$13,422,475	89,969	+29.0%	Shares	Sole	2023-11-09
2023-06-30	$12,153,411	69,767	+920.7%	Shares	Sole	2023-08-08
2023-03-31	$1,127,433	6,835	-7.4%	Shares	Sole	2023-05-09
2022-12-31	$1,091,133	7,385	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$990,913	7,345	+0.3%	Shares	Sole	2022-10-31
2022-06-30	$1,015,391	7,325	-0.7%	Shares	Sole	2022-08-09
2022-03-31	$1,379,125	7,375	0.0%	Shares	Sole	2022-04-14
2021-12-31	$1,206,550	7,375	0.0%	Shares	Sole	2022-02-09
2021-09-30	$1,235,533	7,375	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,218,571	7,375	0.0%	Shares	Sole	2021-07-20
2021-03-31	$1,043,120	7,375	-5.1%	Shares	Sole	2021-05-06
2020-12-31	$940,075	7,775	+2.3%	Shares	Sole	2021-01-13
2020-09-30	$761,900	7,600	-8.1%	Shares	Sole	2020-11-06
2020-06-30	$787,113	8,268	-13.3%	Shares	Sole	2020-07-13
2020-03-31	$816,633	9,539	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.