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Teamwork Financial Advisors, LLC

Position in AXP — American Express Co

CIK 1629931 San Antonio, TX

Position in AXP

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$13,076,745
+$1,939,432 QoQ
Shares Held
38,660
+5.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#506
of 2,990 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Jun 30, 2026
CallValue
$202,950
CallShares
600
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Teamwork Financial Advisors, LLC holds $25,954,220 across 4 Credit Services names. AXP ranks #1 (50.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AXP
American Express Co
This page
38,660 $13,076,745

All Filings in AXP

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $202,950 600
2026-06-30 $13,076,745 38,660
2026-03-31 $423,472 1,400
2026-03-31 $11,137,313 36,820
2025-12-31 $14,642,990 39,581
2025-09-30 $14,985,398 45,115
2025-06-30 $4,598,734 14,417
2025-03-31 $3,747,328 13,928
2024-12-31 $5,405,436 18,213
2024-09-30 $4,808,647 17,731
2024-06-30 $3,930,561 16,975
2024-03-31 $3,070,399 13,485
2023-12-31 $2,390,833 12,762
2023-09-30 $6,072,331 40,702
2023-06-30 $6,606,535 37,925
2023-03-31 $5,649,867 34,252
2022-12-31 $1,340,535 9,073
2022-09-30 $4,374,861 32,428
2022-06-30 $3,662,340 26,420
2022-03-31 $3,944,765 21,095
2021-12-31 $2,031,257 12,416
2021-09-30 $2,060,786 12,301