Van Hulzen Asset Management, LLC
Position in AXP — American Express Co
CIK 1600145
EL DORADO HILLS, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$269,247
+$70,398 QoQ
Shares Held
796
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,454
of 2,990 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $11,262,588 across 5 Credit Services names. AXP ranks #4 (2.4% of the industry book) .
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,247 | 796 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $198,849 | 670 | Shares | Sole | 2025-02-10 | |
| 2023-12-31 | $406,527 | 2,170 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||