OAKWORTH CAPITAL, INC.

Position in AXP — American Express Co

CIK 1588871 BIRMINGHAM, AL

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,365,853

+$182,250 QoQ

Shares Held

4,038

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,401

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 10% None 0%

Financial Services · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $6,063,751 across 7 Credit Services names. AXP ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,625	$2,959,150
2	MA	Mastercard Inc	2,691	$1,382,097
3	AXP	American Express Co This page	4,038	$1,365,853
4	COF	Capital One Financial Corp	1,222	$245,157
5	PYPL	PayPal Holdings, Inc.	1,834	$79,192
6	SYF	Synchrony Financial	364	$27,682
7	WU	Western Union CO	600	$4,620

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,365,853	4,038	+3.2%	Shares	Sole	2026-07-22
2026-03-31	$1,183,603	3,913	0.0%	Shares	Sole	2026-04-24
2025-12-31	$1,447,613	3,913	-3.2%	Shares	Sole	2026-01-30
2025-09-30	$1,342,258	4,041	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,288,998	4,041	-8.4%	Shares	Sole	2025-07-17
2025-03-31	$1,187,048	4,412	0.0%	Shares	Sole	2025-04-24
2024-12-31	$1,309,437	4,412	-1.2%	Shares	Sole	2025-01-27
2024-09-30	$1,210,908	4,465	+7.1%	Shares	Sole	2024-10-21
2024-06-30	$965,563	4,170	+7.7%	Shares	Sole	2024-07-19
2024-03-31	$881,615	3,872	-0.6%	Shares	Sole	2024-04-22
2023-12-31	$730,063	3,897	-0.4%	Shares	Sole	2024-01-31
2023-09-30	$583,482	3,911	-1.6%	Shares	Sole	2023-10-31
2023-06-30	$692,619	3,976	+0.3%	Shares	Sole	2023-07-28
2023-03-31	$654,191	3,966	+0.4%	Shares	Sole	2023-05-02
2022-12-31	$583,908	3,952	+0.3%	Shares	Sole	2023-02-03
2022-09-30	$531,545	3,940	0.0%	Shares	Sole	2022-10-31
2022-06-30	$546,162	3,940	-1.8%	Shares	Sole	2022-08-05
2022-03-31	$750,244	4,012	0.0%	Shares	Sole	2022-04-11
2021-12-31	$656,363	4,012	-2.9%	Shares	Sole	2022-02-07
2021-09-30	$692,233	4,132	+11.6%	Shares	Sole	2021-11-10
2021-06-30	$612,011	3,704	-1.1%	Shares	Sole	2021-07-20
2021-03-31	$529,551	3,744	-0.9%	Shares	Sole	2021-04-30
2020-12-31	$456,797	3,778	0.0%	Shares	Sole	2021-02-12
2020-09-30	$378,744	3,778	-0.6%	Shares	Sole	2020-11-09
2020-06-30	$361,760	3,800	+0.6%	Shares	Sole	2020-08-11
2020-03-31	$323,434	3,778	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.