WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AXP — American Express Co
CIK 1632972
PLYMOUTH, MN
Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$82,519,131
+$12,156,536 QoQ
Shares Held
243,959
+4.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#19
of 1,145 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Jun 30, 2026CallValue
$676,500
CallShares
2,000
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $500,554,692 across 26 Credit Services names. AXP ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,261 | $209,717,536 | |
| 2 | MA |
Mastercard Inc
|
234,497 | $120,437,659 | |
| 3 | AXP |
American Express Co
This page
|
243,959 | $82,519,131 | |
| 4 | COF |
Capital One Financial Corp
|
199,154 | $39,954,275 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
275,796 | $11,908,871 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
97,479 | $5,943,294 | |
| 7 | SYF |
Synchrony Financial
|
72,910 | $5,544,805 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
254,077 | $4,555,600 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,519,131 | 243,959 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $676,500 | 2,000 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $70,362,595 | 232,619 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $120,754,269 | 326,407 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $106,586,490 | 320,889 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $104,544,100 | 327,745 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $97,493,496 | 362,362 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $113,581,829 | 382,701 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $83,871,040 | 309,259 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $71,923,366 | 310,617 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $71,228,262 | 312,830 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $60,125,648 | 320,944 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $50,098,151 | 335,801 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $383,065 | 2,199 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $534,108 | 3,238 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||