Gerber Kawasaki Wealth & Investment Management
Position in AXP — American Express Co
CIK 1666736
SANTA MONICA, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,533,625
+$198,176 QoQ
Shares Held
4,534
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,328
of 2,990 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $7,854,573 across 4 Credit Services names. AXP ranks #3 (19.5% of the industry book) .
All Filings in AXP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,533,625 | 4,534 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,335,449 | 4,415 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,651,826 | 4,465 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,426,295 | 4,294 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,312,602 | 4,115 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $879,524 | 3,269 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $928,952 | 3,130 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $771,564 | 2,845 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $481,855 | 2,081 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $434,887 | 1,910 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $352,011 | 1,879 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $276,598 | 1,854 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $336,380 | 1,931 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $318,353 | 1,930 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $297,716 | 2,015 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $265,233 | 1,966 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $222,069 | 1,602 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $276,760 | 1,480 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $274,193 | 1,676 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $216,448 | 1,292 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||