Moisand Fitzgerald Tamayo, LLC

Position in AXP — American Express Co

CIK 1649107 ORLANDO, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$824,315

+$101,993 QoQ

Shares Held

2,437

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.87%

of 13F equity value

Holder Rank

#1,673

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Moisand Fitzgerald Tamayo, LLC holds $930,125 across 7 Credit Services names. AXP ranks #1 (88.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	2,437	$824,315
2	V	Visa Inc.	128	$43,915
3	COF	Capital One Financial Corp	122	$24,475
4	MA	Mastercard Inc	43	$22,084
5	PYPL	PayPal Holdings, Inc.	322	$13,903
6	WU	Western Union CO	100	$770
7	NAVI	Navient Corp	78	$663

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$824,315	2,437	+2.1%	Shares	Sole	2026-07-13
2026-03-31	$722,322	2,388	-2.1%	Shares	Sole	2026-04-14
2025-12-31	$901,938	2,438	+1.7%	Shares	Sole	2026-01-14
2025-09-30	$796,519	2,398	+2.1%	Shares	Sole	2025-10-23
2025-06-30	$748,965	2,348	+0.4%	Shares	Sole	2025-07-16
2025-03-31	$629,038	2,338	0.0%	Shares	Sole	2025-04-22
2024-12-31	$693,895	2,338	0.0%	Shares	Sole	2025-02-04
2024-09-30	$634,065	2,338	0.0%	Shares	Sole	2024-10-09
2024-06-30	$541,363	2,338	0.0%	Shares	Sole	2024-07-31
2024-03-31	$532,339	2,338	-4.5%	Shares	Sole	2024-04-16
2023-12-31	$458,795	2,449	-0.3%	Shares	Sole	2024-01-18
2023-09-30	$366,410	2,456	0.0%	Shares	Sole	2023-10-20
2023-06-30	$427,835	2,456	-3.9%	Shares	Sole	2023-07-12
2023-03-31	$421,612	2,556	+4.1%	Shares	Sole	2023-05-05
2022-12-31	$362,874	2,456	+1.2%	Shares	Sole	2023-01-23
2022-09-30	$327,291	2,426	+0.3%	Shares	Sole	2022-10-26
2022-06-30	$335,321	2,419	0.0%	Shares	Sole	2022-08-01
2021-12-31	$395,748	2,419	0.0%	Shares	Sole	2022-02-03
2021-09-30	$405,255	2,419	0.0%	Shares	Sole	2021-11-01
2021-06-30	$399,691	2,419	0.0%	Shares	Sole	2021-08-03
2021-03-31	$342,143	2,419	0.0%	Shares	Sole	2021-05-03
2020-12-31	$292,481	2,419	0.0%	Shares	Sole	2021-02-02
2020-09-30	$242,504	2,419	-0.6%	Shares	Sole	2020-11-02
2020-06-30	$231,716	2,434	-0.6%	Shares	Sole	2020-08-07
2020-03-31	$209,658	2,449	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.