Westbourne Investment Advisors, Inc.
Position in AXP — American Express Co
CIK 1650092
ANNAPOLIS, MD
Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$816,197
+$86,313 QoQ
Shares Held
2,413
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,681
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $9,395,196 across 5 Credit Services names. AXP ranks #4 (8.7% of the industry book) .
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,197 | 2,413 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $729,884 | 2,413 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $892,689 | 2,413 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $801,502 | 2,413 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $776,078 | 2,433 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $654,598 | 2,433 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $711,702 | 2,398 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $650,337 | 2,398 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $555,256 | 2,398 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $546,000 | 2,398 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $449,241 | 2,398 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $357,757 | 2,398 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $417,731 | 2,398 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $388,127 | 2,353 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $352,827 | 2,388 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $322,165 | 2,388 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $437,206 | 2,338 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $393,948 | 2,408 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $403,412 | 2,408 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $488,750 | 2,958 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $441,717 | 3,123 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $392,715 | 3,248 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $323,105 | 3,223 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $254,469 | 2,673 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $215,994 | 2,523 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||