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Legacy Bridge, LLC

Position in AXP — American Express Co

CIK 1689144 WEST DES MOINES, IA

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$216,480
+$22,893 QoQ
Shares Held
640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,632
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Legacy Bridge, LLC holds $569,984 across 4 Credit Services names. AXP ranks #2 (38.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AXP
American Express Co
This page
640 $216,480

All Filings in AXP

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $216,480 640
2026-03-31 $193,587 640
2025-12-31 $257,115 695
2025-09-30 $212,582 640
2025-06-30 $204,147 640
2025-03-31 $172,192 640
2024-12-31 $189,945 640
2024-09-30 $173,568 640
2024-06-30 $148,192 640
2024-03-31 $145,721 640
2023-12-31 $119,897 640
2023-09-30 $129,049 865
2023-06-30 $150,683 865
2023-03-31 $142,681 865
2022-12-31 $127,803 865
2022-09-30 $116,697 865
2022-06-30 $119,906 865
2022-03-31 $161,755 865
2021-12-31 $163,600 1,000
2021-09-30 $167,530 1,000
2021-06-30 $165,230 1,000
2021-03-31 $141,440 1,000
2020-12-31 $120,910 1,000
2020-09-30 $100,250 1,000
2020-06-30 $95,200 1,000
2020-03-31 $85,610 1,000