Klingman & Associates, LLC

Position in AXP — American Express Co

CIK 1662449 New York, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$933,570

+$118,387 QoQ

Shares Held

2,760

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,604

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $8,593,730 across 5 Credit Services names. AXP ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	7,493	$3,848,404
2	V	Visa Inc.	8,812	$3,023,309
3	AXP	American Express Co This page	2,760	$933,570
4	COF	Capital One Financial Corp	2,067	$414,681
5	CACC	Credit Acceptance Corp	587	$373,766

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$933,570	2,760	+2.4%	Shares	Sole	2026-07-29
2026-03-31	$815,183	2,695	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$995,905	2,692	-21.2%	Shares	Sole	2026-01-29
2025-09-30	$1,134,326	3,415	+98.1%	Shares	Sole	2025-10-27
2025-06-30	$549,921	1,724	+107.5%	Shares	Sole	2025-07-30
2025-03-31	$223,580	831	+21.7%	Shares	Sole	2025-05-13
2024-12-31	$202,707	683	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.