Pinnacle Wealth Management Advisory Group, LLC

Position in AXP — American Express Co

CIK 1631864 RED BANK, NJ

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$8,318,244

+$1,060,539 QoQ

Shares Held

24,592

+2.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#627

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $22,873,154 across 5 Credit Services names. AXP ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	24,592	$8,318,244
2	MA	Mastercard Inc	16,017	$8,226,331
3	V	Visa Inc.	15,302	$5,249,963
4	COF	Capital One Financial Corp	4,058	$814,115
5	SYF	Synchrony Financial	3,478	$264,501

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,318,244	24,592	+2.5%	Shares	Sole	2026-08-05
2026-03-31	$7,257,705	23,994	-5.1%	Shares	Sole	2026-04-21
2025-12-31	$9,349,746	25,273	-0.9%	Shares	Sole	2026-02-02
2025-09-30	$8,474,730	25,514	+3.2%	Shares	Sole	2025-10-20
2025-06-30	$7,886,780	24,725	+1.4%	Shares	Sole	2025-08-07
2025-03-31	$6,562,398	24,391	+3.7%	Shares	Sole	2025-05-07
2024-12-31	$6,981,687	23,524	-0.8%	Shares	Sole	2025-01-31
2024-09-30	$6,428,796	23,705	+1.6%	Shares	Sole	2024-10-16
2024-06-30	$5,401,598	23,328	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$5,308,136	23,313	-0.4%	Shares	Sole	2024-05-01
2023-12-31	$4,383,193	23,397	-0.3%	Shares	Sole	2024-02-07
2023-09-30	$3,500,892	23,466	-2.7%	Shares	Sole	2023-10-25
2023-06-30	$4,202,226	24,123	-4.5%	Shares	Sole	2023-08-02
2023-03-31	$4,165,647	25,254	+0.9%	Shares	Sole	2023-05-04
2022-12-31	$3,699,512	25,039	+3.6%	Shares	Sole	2023-02-07
2022-09-30	$3,262,123	24,180	-9.7%	Shares	Sole	2022-11-10
2022-06-30	$3,710,857	26,770	+0.7%	Shares	Sole	2022-08-01
2022-03-31	$4,970,647	26,581	+2.2%	Shares	Sole	2022-05-05
2021-12-31	$4,256,544	26,018	+124.6%	Shares	Sole	2022-01-20
2021-09-30	$1,940,667	11,584	-1.6%	Shares	Sole	2021-10-29
2021-06-30	$1,944,591	11,769	+1.9%	Shares	Sole	2021-08-10
2021-03-31	$1,634,197	11,554	-13.3%	Shares	Sole	2021-05-13
2020-12-31	$1,610,400	13,319	-13.3%	Shares	Sole	2021-02-03
2020-09-30	$1,539,739	15,359	-5.9%	Shares	Sole	2020-10-29
2020-06-30	$1,554,044	16,324	+3.1%	Shares	Sole	2020-08-11
2020-03-31	$1,355,891	15,838	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.