KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 1723223 OLYMPIA, WA

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$347,721

+$31,025 QoQ

Shares Held

1,028

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,265

of 2,990 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $3,986,904 across 4 Credit Services names. AXP ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,010	$2,748,150
2	MA	Mastercard Inc	1,222	$627,619
3	AXP	American Express Co This page	1,028	$347,721
4	COF	Capital One Financial Corp	1,313	$263,414

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,721	1,028	-1.8%	Shares	Sole	2026-08-07
2026-03-31	$316,696	1,047	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.