Wealth Architects, LLC

Position in AXP — American Express Co

CIK 1611518 MOUNTAIN VIEW, CA

Position in AXP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$632,788

-$143,737 QoQ

Shares Held

2,092

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Wealth Architects, LLC holds $2,484,842 across 5 Credit Services names. AXP ranks #3 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,009	$909,440
2	MA	Mastercard Inc	1,282	$640,564
3	AXP	American Express Co This page	2,092	$632,788
4	COF	Capital One Financial Corp	1,153	$210,341
5	FINV	FinVolution Group	19,146	$91,709

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$632,788	2,092	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$776,525	2,099	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$702,186	2,114	-0.2%	Shares	Sole	2025-11-13
2025-06-30	$675,599	2,118	+1.0%	Shares	Sole	2025-07-25
2025-03-31	$563,928	2,096	-1.8%	Shares	Sole	2025-05-14
2024-12-31	$633,646	2,135	-3.1%	Shares	Sole	2025-02-10
2024-09-30	$597,724	2,204	-0.9%	Shares	Sole	2024-10-31
2024-06-30	$515,198	2,225	-0.9%	Shares	Sole	2024-08-08
2024-03-31	$511,164	2,245	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$418,892	2,236	+3.4%	Shares	Sole	2024-02-14
2023-09-30	$322,548	2,162	-1.3%	Shares	Sole	2023-11-09
2023-06-30	$381,672	2,191	-2.6%	Shares	Sole	2023-08-02
2023-03-31	$370,972	2,249	-1.1%	Shares	Sole	2023-04-21
2022-12-31	$336,131	2,275	-1.6%	Shares	Sole	2023-02-10
2022-09-30	$311,911	2,312	-4.6%	Shares	Sole	2022-10-24
2022-06-30	$335,876	2,423	-1.5%	Shares	Sole	2022-07-29
2022-03-31	$460,207	2,461	+7.1%	Shares	Sole	2022-05-17
2021-12-31	$375,952	2,298	-14.0%	Shares	Sole	2022-01-19
2021-09-30	$447,472	2,671	-1.3%	Shares	Sole	2021-11-09
2021-06-30	$447,112	2,706	+4.9%	Shares	Sole	2021-08-09
2021-03-31	$364,773	2,579	+4.9%	Shares	Sole	2021-04-29
2020-12-31	$297,317	2,459	-2.3%	Shares	Sole	2021-01-28
2020-09-30	$252,329	2,517	+17.8%	Shares	Sole	2020-11-09
2020-06-30	$203,442	2,137	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.