BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in AXP — American Express Co

CIK 1654599 MORRISTOWN, NJ

Position in AXP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,734,546

+$168,003 QoQ

Shares Held

5,128

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,256

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $46,142,574 across 6 Credit Services names. AXP ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	85,132	$43,723,795
2	AXP	American Express Co This page	5,128	$1,734,546
3	V	Visa Inc.	1,247	$427,833
4	PYPL	PayPal Holdings, Inc.	3,459	$149,359
5	COF	Capital One Financial Corp	525	$105,325
6	SEZL	Sezzle Inc.	10	$1,716

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,734,546	5,128	-1.0%	Shares	Sole	2026-07-08
2026-03-31	$1,566,543	5,179	+2.4%	Shares	Sole	2026-04-14
2025-09-30	$1,680,397	5,059	+1.3%	Shares	Sole	2025-10-16
2025-06-30	$1,592,667	4,993	+1.9%	Shares	Sole	2025-07-15
2025-03-31	$1,318,075	4,899	+5.3%	Shares	Sole	2025-05-06
2024-12-31	$1,380,370	4,651	-6.4%	Shares	Sole	2025-01-17
2024-09-30	$1,347,050	4,967	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$1,170,253	5,054	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$1,150,062	5,051	-4.2%	Shares	Sole	2024-05-09
2023-12-31	$987,469	5,271	-55.4%	Shares	Sole	2024-02-12
2023-09-30	$1,763,276	11,819	-35.8%	Shares	Sole	2023-10-31
2023-06-30	$3,207,718	18,414	-16.4%	Shares	Sole	2023-07-21
2023-03-31	$3,635,333	22,039	0.0%	Shares	Sole	2023-05-04
2022-12-31	$3,256,262	22,039	0.0%	Shares	Sole	2023-01-13
2022-09-30	$2,973,281	22,039	+1.5%	Shares	Sole	2022-10-20
2022-06-30	$3,010,965	21,721	+0.5%	Shares	Sole	2022-07-21
2022-03-31	$4,041,631	21,613	-0.1%	Shares	Sole	2022-05-12
2021-12-31	$3,538,668	21,630	+0.7%	Shares	Sole	2022-02-04
2021-09-30	$3,597,706	21,475	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$3,546,331	21,463	0.0%	Shares	Sole	2021-08-02
2021-03-31	$3,035,726	21,463	-1.1%	Shares	Sole	2021-05-21
2020-12-31	$2,622,900	21,693	+0.9%	Shares	Sole	2021-02-08
2020-09-30	$2,155,675	21,503	+0.2%	Shares	Sole	2020-10-29
2020-06-30	$2,043,277	21,463	-0.4%	Shares	Sole	2020-07-28
2020-03-31	$1,845,751	21,560	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.