Plancorp, LLC

Position in AXP — American Express Co

CIK 1599579 SAINT LOUIS, MO

Position in AXP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$782,372

-$400,627 QoQ

Shares Held

2,313

-40.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,720

of 2,998 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $5,209,851 across 5 Credit Services names. AXP ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	4,494	$2,308,118
2	V	Visa Inc.	4,922	$1,688,688
3	AXP	American Express Co This page	2,313	$782,372
4	PYPL	PayPal Holdings, Inc.	5,128	$221,427
5	COF	Capital One Financial Corp	1,043	$209,246

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,372	2,313	-40.9%	Shares	Sole	2026-07-14
2026-03-31	$1,182,999	3,911	-1.0%	Shares	Sole	2026-04-14
2025-12-31	$1,461,302	3,950	-1.9%	Shares	Sole	2026-02-05
2025-09-30	$1,337,608	4,027	-0.3%	Shares	Sole	2025-10-15
2025-06-30	$1,288,998	4,041	-12.4%	Shares	Sole	2025-07-16
2025-03-31	$1,241,665	4,615	+20.5%	Shares	Sole	2025-05-15
2024-12-31	$1,136,705	3,830	+17.3%	Shares	Sole	2025-02-11
2024-09-30	$885,468	3,265	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$750,222	3,240	-5.0%	Shares	Sole	2024-08-09
2024-03-31	$776,195	3,409	+3.2%	Shares	Sole	2024-05-15
2023-12-31	$618,596	3,302	+5.0%	Shares	Sole	2024-02-09
2023-09-30	$469,202	3,145	+1.7%	Shares	Sole	2023-11-08
2023-06-30	$538,452	3,091	+0.4%	Shares	Sole	2023-07-26
2023-03-31	$507,881	3,079	+6.7%	Shares	Sole	2023-05-11
2022-12-31	$426,406	2,886	-2.2%	Shares	Sole	2023-02-14
2022-09-30	$398,254	2,952	+2.7%	Shares	Sole	2022-11-10
2022-06-30	$398,393	2,874	-4.8%	Shares	Sole	2022-08-04
2022-03-31	$564,553	3,019	+5.6%	Shares	Sole	2022-05-13
2021-12-31	$467,896	2,860	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$481,481	2,874	+2.0%	Shares	Sole	2021-11-15
2021-06-30	$465,783	2,819	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$408,620	2,889	-16.9%	Shares	Sole	2021-05-14
2020-12-31	$420,162	3,475	+49.2%	Shares	Sole	2021-02-09
2020-09-30	$233,482	2,329	+3.3%	Shares	Sole	2020-11-16
2020-06-30	$214,580	2,254	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.