NORTHWEST WEALTH MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 1695344 SPENCER, IA

Position in AXP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$388,311

+$39,855 QoQ

Shares Held

1,148

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,194

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $1,133,254 across 3 Credit Services names. AXP ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	2,308	$463,030
2	AXP	American Express Co This page	1,148	$388,311
3	SOFI	SoFi Technologies, Inc.	15,723	$281,913

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,311	1,148	-0.3%	Shares	Sole	2026-07-13
2026-03-31	$348,456	1,152	+0.3%	Shares	Sole	2026-04-14
2025-12-31	$424,702	1,148	-2.5%	Shares	Sole	2026-01-14
2025-09-30	$391,284	1,178	+2.0%	Shares	Sole	2025-10-14
2025-06-30	$368,421	1,155	+0.9%	Shares	Sole	2025-07-17
2025-03-31	$308,062	1,145	-0.3%	Shares	Sole	2025-04-25
2024-12-31	$340,714	1,148	-2.7%	Shares	Sole	2025-02-10
2024-09-30	$320,016	1,180	-4.3%	Shares	Sole	2024-11-04
2024-06-30	$285,501	1,233	+0.6%	Shares	Sole	2024-08-05
2024-03-31	$279,147	1,226	-24.6%	Shares	Sole	2024-05-14
2023-12-31	$304,427	1,625	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$240,345	1,611	-0.2%	Shares	Sole	2023-11-01
2023-06-30	$281,158	1,614	+3.5%	Shares	Sole	2023-08-07
2023-03-31	$257,322	1,560	+4.0%	Shares	Sole	2023-05-10
2022-12-31	$221,625	1,500	-2.7%	Shares	Sole	2023-02-07
2022-09-30	$207,896	1,541	+1.4%	Shares	Sole	2022-10-27
2022-06-30	$210,702	1,520	+0.2%	Shares	Sole	2022-07-26
2022-03-31	$283,679	1,517	+1.1%	Shares	Sole	2022-04-29
2021-12-31	$245,400	1,500	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.