Waldron Private Wealth LLC

Position in AXP — American Express Co

CIK 1598180 BRIDGEVILLE, PA

Position in AXP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$513,125

+$57,288 QoQ

Shares Held

1,517

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,012

of 2,998 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $7,034,860 across 6 Credit Services names. AXP ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,396	$3,223,673
2	MA	Mastercard Inc	3,685	$1,892,616
3	ALLY	Ally Financial Inc.	13,500	$620,325
4	AXP	American Express Co This page	1,517	$513,125
5	SYF	Synchrony Financial	5,578	$424,206
6	COF	Capital One Financial Corp	1,799	$360,915

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,125	1,517	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$455,837	1,507	+8.2%	Shares	Sole	2026-04-10
2025-12-31	$515,340	1,393	-23.1%	Shares	Sole	2026-01-14
2025-09-30	$601,873	1,812	+23.5%	Shares	Sole	2025-10-30
2025-06-30	$467,943	1,467	-1.3%	Shares	Sole	2025-07-31
2025-03-31	$399,808	1,486	-73.9%	Shares	Sole	2025-05-08
2024-12-31	$1,686,953	5,684	+0.3%	Shares	Sole	2025-01-24
2024-09-30	$1,537,160	5,668	+4.0%	Shares	Sole	2024-10-21
2024-06-30	$1,261,947	5,450	+3.5%	Shares	Sole	2024-07-31
2024-03-31	$1,199,015	5,266	+15.8%	Shares	Sole	2024-05-09
2023-12-31	$852,022	4,548	-11.9%	Shares	Sole	2024-08-29
2023-09-30	$770,118	5,162	+3.8%	Shares	Sole	2024-08-29
2023-06-30	$866,645	4,975	-13.1%	Shares	Sole	2024-08-29
2023-03-31	$944,668	5,727	+5.2%	Shares	Sole	2024-08-29
2022-12-31	$804,203	5,443	0.0%	Shares	Sole	2023-02-08
2022-09-30	$734,315	5,443	+8.8%	Shares	Sole	2022-11-14
2022-06-30	$693,377	5,002	+1.3%	Shares	Sole	2022-08-03
2022-03-31	$923,219	4,937	+4.3%	Shares	Sole	2022-05-04
2021-12-31	$774,155	4,732	+0.0%	Shares	Sole	2022-02-02
2021-09-30	$792,416	4,730	+88.7%	Shares	Sole	2021-11-02
2021-06-30	$414,231	2,507	-3.2%	Shares	Sole	2021-08-06
2021-03-31	$366,471	2,591	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$312,431	2,584	+7.0%	Shares	Sole	2021-02-12
2020-09-30	$242,103	2,415	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.