Douglas Lane & Associates, LLC

Position in AXP — American Express Co

CIK 1672594 NEW YORK, NY

Back to AXP Full portfolio

Position in AXP

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

Position Value

$93,538,302

+$6,532,955 QoQ

Shares Held

276,536

-3.9% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#159

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $316,679,419 across 5 Credit Services names. AXP ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	343,701	$117,920,376
2	AXP	American Express Co This page	276,536	$93,538,302
3	MA	Mastercard Inc	175,065	$89,913,384
4	PYPL	PayPal Holdings, Inc.	340,568	$14,705,726
5	SYF	Synchrony Financial	7,911	$601,631

All Filings in AXP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,538,302	276,536	-3.9%	Shares	Sole	2026-07-14
2026-03-31	$87,005,347	287,640	-4.8%	Shares	Sole	2026-04-15
2025-12-31	$111,734,518	302,026	-17.5%	Shares	Sole	2026-01-22
2025-09-30	$121,651,274	366,243	-13.7%	Shares	Sole	2025-10-10
2025-06-30	$135,429,976	424,572	-10.9%	Shares	Sole	2025-07-07
2025-03-31	$128,170,308	476,381	-3.7%	Shares	Sole	2025-04-09
2024-12-31	$146,742,176	494,431	-7.2%	Shares	Sole	2025-01-08
2024-09-30	$144,464,443	532,686	-7.7%	Shares	Sole	2024-10-10
2024-06-30	$133,601,802	576,989	-6.4%	Shares	Sole	2024-07-08
2024-03-31	$140,328,534	616,314	-2.5%	Shares	Sole	2024-04-11
2023-12-31	$118,459,203	632,322	-3.4%	Shares	Sole	2024-01-17
2023-09-30	$97,609,795	654,265	-1.3%	Shares	Sole	2023-10-16
2023-06-30	$115,499,129	663,026	-2.1%	Shares	Sole	2023-07-19
2023-03-31	$111,749,171	677,473	-1.9%	Shares	Sole	2023-04-17
2022-12-31	$102,040,434	690,629	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$92,779,495	687,714	-0.2%	Shares	Sole	2022-10-14
2022-06-30	$95,505,714	688,975	-0.5%	Shares	Sole	2022-07-18
2022-03-31	$129,476,930	692,390	+1.0%	Shares	Sole	2022-04-25
2021-12-31	$112,151,890	685,525	+2.5%	Shares	Sole	2022-01-25
2021-09-30	$112,040,545	668,779	+0.0%	Shares	Sole	2021-10-21
2021-06-30	$110,479,056	668,638	-0.2%	Shares	Sole	2021-07-19
2021-03-31	$94,770,740	670,042	+7.3%	Shares	Sole	2021-04-19
2020-12-31	$75,536,346	624,732	+4.3%	Shares	Sole	2021-01-14
2020-09-30	$60,034,612	598,849	+5.6%	Shares	Sole	2020-10-19
2020-06-30	$53,966,024	566,870	+1.9%	Shares	Sole	2020-07-28
2020-03-31	$47,601,985	556,033	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.