Cypress Wealth Services, LLC

Position in AXP — American Express Co

CIK 1721527 PALM DESERT, CA

Back to AXP Full portfolio

Position in AXP

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

Position Value

$2,200,992

+$235,175 QoQ

Shares Held

6,507

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,145

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$736,937

PutShares

7,351

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $5,282,776 across 4 Credit Services names. AXP ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	6,507	$2,200,992
2	V	Visa Inc.	5,034	$1,727,115
3	MA	Mastercard Inc	1,472	$756,019
4	COF	Capital One Financial Corp	2,984	$598,650

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	$2,200,992	6,507	+0.1%	Shares	Sole	2026-07-13
2026-03-31	$1,965,817	6,499	-2.7%	Shares	Sole	2026-04-15
2025-12-31	$2,471,635	6,681	+9.0%	Shares	Sole	2026-01-14
2025-09-30	$2,036,140	6,130	+0.4%	Shares	Sole	2025-10-15
2025-06-30	$1,947,691	6,106	+11.0%	Shares	Sole	2025-07-28
2025-03-31	$1,479,505	5,499	+3.1%	Shares	Sole	2025-04-10
2024-12-31	$1,582,484	5,332	-0.2%	Shares	Sole	2025-01-15
2024-09-30	$1,448,750	5,342	+2.9%	Shares	Sole	2024-10-09
2024-06-30	$1,201,976	5,191	+0.6%	Shares	Sole	2024-07-12
2024-03-31	$1,175,108	5,161	+21.8%	Shares	Sole	2024-04-16
2023-12-31	$793,946	4,238	+0.4%	Shares	Sole	2024-01-11
2023-09-30	$630,029	4,223	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$734,253	4,215	+0.2%	Shares	Sole	2023-07-21
2023-03-31	$693,779	4,206	-2.5%	Shares	Sole	2023-04-07
2022-12-31	$637,245	4,313	+0.9%	Shares	Sole	2023-01-19
2022-09-30	$576,740	4,275	-6.9%	Shares	Sole	2022-10-14
2022-06-30	$636,404	4,591	+1.6%	Shares	Sole	2022-07-27
2022-03-31	$844,866	4,518	+0.0%	Shares	Sole	2022-04-22
2021-12-31	$738,817	4,516	+1.6%	Shares	Sole	2022-01-19
2021-09-30	$744,670	4,445	-0.4%	Shares	Sole	2021-10-13
2021-06-30	$737,751	4,465	+0.5%	Shares	Sole	2021-07-14
2021-03-31	$628,417	4,443	+0.5%	Shares	Sole	2021-04-28
2020-12-31	$534,543	4,421	-39.5%	Shares	Sole	2021-01-22
2020-09-30	$736,937	7,351	—	Put	Sole	2020-10-23
2020-06-30	$695,436	7,305	+50.8%	Shares	Sole	2020-07-15
2020-03-31	$414,780	4,845	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.