Joel Isaacson & Co., LLC

Position in AXP — American Express Co

CIK 1599330 NEW YORK, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,709,793

+$492,617 QoQ

Shares Held

13,924

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#832

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $10,940,629 across 5 Credit Services names. AXP ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	13,924	$4,709,793
2	V	Visa Inc.	10,799	$3,705,028
3	MA	Mastercard Inc	3,167	$1,626,571
4	COF	Capital One Financial Corp	3,311	$664,252
5	PYPL	PayPal Holdings, Inc.	5,442	$234,985

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,709,793	13,924	-0.1%	Shares	Sole	2026-08-04
2026-03-31	$4,217,176	13,942	+0.4%	Shares	Sole	2026-04-23
2025-12-31	$5,137,125	13,886	+0.8%	Shares	Sole	2026-01-30
2025-09-30	$4,575,171	13,774	+17.5%	Shares	Sole	2025-10-30
2025-06-30	$3,740,678	11,727	+14.7%	Shares	Sole	2025-07-23
2025-03-31	$2,750,767	10,224	+3.9%	Shares	Sole	2025-04-25
2024-12-31	$2,921,303	9,843	0.0%	Shares	Sole	2025-01-28
2024-09-30	$2,669,421	9,843	-2.5%	Shares	Sole	2024-10-23
2024-06-30	$2,338,423	10,099	+4.2%	Shares	Sole	2024-07-24
2024-03-31	$2,206,543	9,691	+0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,814,762	9,687	+24.5%	Shares	Sole	2024-02-12
2023-09-30	$1,161,145	7,783	+4.7%	Shares	Sole	2023-10-24
2023-06-30	$1,294,828	7,433	0.0%	Shares	Sole	2023-07-27
2023-03-31	$1,226,073	7,433	0.0%	Shares	Sole	2023-04-25
2022-12-31	$1,098,225	7,433	-2.8%	Shares	Sole	2023-01-27
2022-09-30	$1,031,926	7,649	+1.2%	Shares	Sole	2022-10-14
2022-06-30	$1,047,551	7,557	0.0%	Shares	Sole	2022-07-15
2022-03-31	$1,413,159	7,557	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,236,325	7,557	0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,266,024	7,557	+0.1%	Shares	Sole	2021-10-21
2021-06-30	$1,247,651	7,551	+4.9%	Shares	Sole	2021-07-20
2021-03-31	$1,017,660	7,195	0.0%	Shares	Sole	2021-04-23
2020-12-31	$869,947	7,195	0.0%	Shares	Sole	2021-01-22
2020-09-30	$721,298	7,195	-0.2%	Shares	Sole	2020-10-14
2020-06-30	$686,582	7,212	+10.0%	Shares	Sole	2020-07-21
2020-03-31	$561,430	6,558	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.