Capital Asset Advisory Services LLC

Position in AXP — American Express Co

CIK 1666024 Williamston, MI

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$633,204

+$244,518 QoQ

Shares Held

1,872

+45.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,851

of 2,990 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $9,090,081 across 4 Credit Services names. AXP ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	8,407	$4,317,835
2	V	Visa Inc.	11,091	$3,805,211
3	AXP	American Express Co This page	1,872	$633,204
4	COF	Capital One Financial Corp	1,664	$333,831

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633,204	1,872	+45.7%	Shares	Sole	2026-08-14
2026-03-31	$388,686	1,285	+5.8%	Shares	Sole	2026-04-24
2025-12-31	$449,119	1,214	+2.4%	Shares	Sole	2026-01-09
2025-09-30	$393,941	1,186	-0.4%	Shares	Sole	2025-10-02
2025-06-30	$379,905	1,191	+2.8%	Shares	Sole	2025-07-07
2025-03-31	$311,828	1,159	-18.1%	Shares	Sole	2025-04-09
2024-12-31	$420,254	1,416	-1.2%	Shares	Sole	2025-01-22
2024-09-30	$388,629	1,433	-1.1%	Shares	Sole	2024-10-17
2024-06-30	$335,515	1,449	-0.3%	Shares	Sole	2024-07-24
2024-03-31	$331,061	1,454	+1.0%	Shares	Sole	2024-04-16
2023-12-31	$269,582	1,439	+2.6%	Shares	Sole	2024-01-09
2023-09-30	$209,164	1,402	-5.6%	Shares	Sole	2023-10-18
2023-06-30	$258,687	1,485	+7.5%	Shares	Sole	2023-08-02
2023-03-31	$227,960	1,382	-12.0%	Shares	Sole	2023-05-12
2022-12-31	$232,115	1,571	-1.4%	Shares	Sole	2023-03-08
2022-09-30	$215,046	1,594	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$220,544	1,591	+0.5%	Shares	Sole	2022-08-11
2022-03-31	$296,021	1,583	-1.0%	Shares	Sole	2022-04-29
2021-12-31	$261,596	1,599	-8.2%	Shares	Sole	2022-02-04
2021-09-30	$291,837	1,742	+0.2%	Shares	Sole	2021-10-14
2021-06-30	$287,334	1,739	-15.3%	Shares	Sole	2021-08-06
2021-03-31	$290,517	2,054	-31.9%	Shares	Sole	2021-05-13
2020-06-30	$287,123	3,016	+16.2%	Shares	Sole	2020-08-14
2020-03-31	$222,243	2,596	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.