McAdam, LLC

Position in AXP — American Express Co

CIK 1695490 Philadelphia, PA

Position in AXP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,352,867

+$268,175 QoQ

Shares Held

6,956

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,118

of 2,990 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McAdam, LLC holds $6,059,165 across 4 Credit Services names. AXP ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	6,956	$2,352,867
2	V	Visa Inc.	6,228	$2,136,764
3	MA	Mastercard Inc	2,288	$1,175,116
4	COF	Capital One Financial Corp	1,966	$394,418

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,352,867	6,956	+0.9%	Shares	Sole	2026-08-04
2026-03-31	$2,084,692	6,892	+1.0%	Shares	Sole	2026-05-08
2025-12-31	$2,525,648	6,827	+1.1%	Shares	Sole	2026-02-13
2025-09-30	$2,242,080	6,750	+1.8%	Shares	Sole	2025-10-29
2025-06-30	$2,115,794	6,633	+1.5%	Shares	Sole	2025-07-15
2025-03-31	$1,757,972	6,534	-0.3%	Shares	Sole	2025-05-21
2024-12-31	$1,945,458	6,555	-0.6%	Shares	Sole	2025-01-24
2024-09-30	$1,788,835	6,596	-8.5%	Shares	Sole	2024-10-22
2024-06-30	$1,669,243	7,209	+1.8%	Shares	Sole	2024-07-24
2024-03-31	$1,612,045	7,080	+0.4%	Shares	Sole	2024-04-23
2023-12-31	$1,320,934	7,051	-0.3%	Shares	Sole	2024-02-05
2023-09-30	$1,055,370	7,074	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$1,230,548	7,064	+2.2%	Shares	Sole	2023-08-02
2023-03-31	$1,139,969	6,911	+9.7%	Shares	Sole	2023-04-24
2022-12-31	$930,529	6,298	-7.1%	Shares	Sole	2023-01-27
2022-09-30	$914,150	6,776	+0.5%	Shares	Sole	2022-10-24
2022-06-30	$934,853	6,744	+7.0%	Shares	Sole	2022-07-15
2022-03-31	$1,178,848	6,304	+0.1%	Shares	Sole	2022-04-07
2021-12-31	$1,030,352	6,298	-2.0%	Shares	Sole	2022-01-07
2021-09-30	$1,076,380	6,425	-1.0%	Shares	Sole	2021-10-05
2021-06-30	$1,071,847	6,487	-8.1%	Shares	Sole	2021-08-02
2021-03-31	$998,424	7,059	+1.3%	Shares	Sole	2021-04-26
2020-12-31	$842,742	6,970	0.0%	Shares	Sole	2021-01-12
2020-09-30	$698,742	6,970	0.0%	Shares	Sole	2020-11-13
2020-06-30	$663,544	6,970	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.