1 NORTH WEALTH SERVICES LLC

Position in AXP — American Express Co

CIK 1641761 ANNAPOLIS, MD

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$64,267

+$10,426 QoQ

Shares Held

190

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,816

of 2,990 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

1 NORTH WEALTH SERVICES LLC holds $135,414 across 5 Credit Services names. AXP ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	190	$64,267
2	V	Visa Inc.	94	$32,250
3	MA	Mastercard Inc	50	$25,680
4	SYF	Synchrony Financial	142	$10,799
5	PYPL	PayPal Holdings, Inc.	56	$2,418

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,267	190	+6.7%	Shares	Sole	2026-08-03
2026-03-31	$53,841	178	+29.0%	Shares	Sole	2026-05-04
2025-12-31	$51,053	138	0.0%	Shares	Sole	2026-02-13
2025-09-30	$45,838	138	0.0%	Shares	Sole	2025-11-13
2025-06-30	$44,019	138	0.0%	Shares	Sole	2025-07-23
2025-03-31	$37,128	138	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.