Tradewinds Capital Management, LLC

Position in AXP — American Express Co

CIK 1616026 BELLINGHAM, WA

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$53,443

+$5,652 QoQ

Shares Held

158

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,834

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradewinds Capital Management, LLC holds $186,741 across 6 Credit Services names. AXP ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	229	$78,567
2	AXP	American Express Co This page	158	$53,443
3	MA	Mastercard Inc	79	$40,574
4	PYPL	PayPal Holdings, Inc.	290	$12,522
5	AFRM	Affirm Holdings, Inc.	15	$1,223
6	SOFI	SoFi Technologies, Inc.	23	$412

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,443	158	0.0%	Shares	Sole	2026-07-24
2026-03-31	$47,791	158	0.0%	Shares	Sole	2026-04-15
2025-12-31	$58,452	158	0.0%	Shares	Sole	2026-01-14
2025-09-30	$52,481	158	0.0%	Shares	Sole	2025-10-21
2025-06-30	$50,398	158	0.0%	Shares	Sole	2025-07-29
2025-03-31	$42,509	158	-3.1%	Shares	Sole	2025-04-25
2024-12-31	$48,376	163	+3.2%	Shares	Sole	2025-02-04
2024-09-30	$42,849	158	0.0%	Shares	Sole	2024-10-16
2024-06-30	$36,584	158	+5.3%	Shares	Sole	2024-07-18
2024-03-31	$34,153	150	0.0%	Shares	Sole	2024-04-19
2023-12-31	$28,101	150	0.0%	Shares	Sole	2024-02-01
2023-09-30	$22,378	150	0.0%	Shares	Sole	2023-10-30
2023-06-30	$26,130	150	0.0%	Shares	Sole	2023-07-20
2023-03-31	$24,742	150	0.0%	Shares	Sole	2023-04-10
2022-12-31	$22,162	150	0.0%	Shares	Sole	2023-01-23
2022-09-30	$20,236	150	0.0%	Shares	Sole	2022-10-18
2022-06-30	$20,793	150	-78.8%	Shares	Sole	2022-07-21
2022-03-31	$132,396	708	+11.8%	Shares	Sole	2022-04-25
2021-12-31	$103,558	633	+0.2%	Shares	Sole	2022-02-02
2021-09-30	$105,878	632	0.0%	Shares	Sole	2021-11-04
2021-06-30	$104,425	632	0.0%	Shares	Sole	2021-07-30
2021-03-31	$89,390	632	0.0%	Shares	Sole	2021-04-23
2020-12-31	$76,415	632	-32.1%	Shares	Sole	2021-02-10
2020-09-30	$93,332	931	0.0%	Shares	Sole	2020-10-26
2020-06-30	$88,631	931	+0.1%	Shares	Sole	2020-08-11
2020-03-31	$79,617	930	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.