Bell & Brown Wealth Advisors, LLC

Position in AXP — American Express Co

CIK 1725362 NEWPORT BEACH, CA

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,787,590

+$466,966 QoQ

Shares Held

14,154

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#823

of 2,990 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bell & Brown Wealth Advisors, LLC holds $12,251,338 across 4 Credit Services names. AXP ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	14,154	$4,787,590
2	PYPL	PayPal Holdings, Inc.	86,588	$3,738,869
3	COF	Capital One Financial Corp	16,908	$3,392,082
4	V	Visa Inc.	970	$332,797

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,787,590	14,154	-0.9%	Shares	Sole	2026-08-10
2026-03-31	$4,320,624	14,284	-2.2%	Shares	Sole	2026-05-11
2025-12-31	$5,401,270	14,600	-1.0%	Shares	Sole	2026-05-13
2025-09-30	$4,899,692	14,751	+0.6%	Shares	Sole	2025-11-07
2025-06-30	$4,676,565	14,661	-0.1%	Shares	Sole	2025-07-29
2025-03-31	$3,949,923	14,681	+0.7%	Shares	Sole	2025-05-07
2024-12-31	$4,328,978	14,586	-0.8%	Shares	Sole	2025-05-07
2024-09-30	$3,988,267	14,706	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$3,420,225	14,771	-2.6%	Shares	Sole	2024-08-13
2024-03-31	$3,451,780	15,160	-1.5%	Shares	Sole	2024-05-13
2023-12-31	$2,883,162	15,390	-0.2%	Shares	Sole	2024-02-12
2023-06-30	$2,686,512	15,422	-0.9%	Shares	Sole	2023-08-15
2023-03-31	$2,567,446	15,565	-1.3%	Shares	Sole	2023-04-14
2022-12-31	$2,328,983	15,763	+0.2%	Shares	Sole	2023-02-10
2022-09-30	$2,122,539	15,733	-0.8%	Shares	Sole	2022-10-26
2022-06-30	$2,198,374	15,859	-3.4%	Shares	Sole	2022-07-22
2022-03-31	$3,071,288	16,424	-4.1%	Shares	Sole	2022-05-02
2021-12-31	$2,801,159	17,122	+1.8%	Shares	Sole	2022-02-10
2021-09-30	$2,816,346	16,811	-7.9%	Shares	Sole	2021-11-12
2020-09-30	$1,830,063	18,255	+3.4%	Shares	Sole	2020-10-23
2020-06-30	$1,680,660	17,654	+5.2%	Shares	Defined	2020-08-07
2020-03-31	$1,436,535	16,780	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.