Pinnacle Wealth Planning Services, Inc.
Position in AXP — American Express Co
CIK 1726752
MANSFIELD, OH
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$882,494
+$89,997 QoQ
Shares Held
2,609
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,639
of 2,990 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)
Position in Credit Services
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $9,034,125 across 23 Credit Services names. AXP ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,282 | $3,870,741 | |
| 2 | MA |
Mastercard Inc
|
3,422 | $1,757,539 | |
| 3 | AXP |
American Express Co
This page
|
2,609 | $882,494 | |
| 4 | COF |
Capital One Financial Corp
|
3,456 | $693,342 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
3,815 | $413,355 | |
| 6 | SYF |
Synchrony Financial
|
4,956 | $376,903 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9,252 | $165,888 | |
| 8 | CACC |
Credit Acceptance Corp
|
255 | $162,368 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,494 | 2,609 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $792,497 | 2,620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $903,417 | 2,442 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $900,153 | 2,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $876,557 | 2,748 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $737,197 | 2,740 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $834,573 | 2,812 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,092,936 | 4,030 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $992,654 | 4,287 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,044,414 | 4,587 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $860,452 | 4,593 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $700,148 | 4,693 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $849,573 | 4,877 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $835,141 | 5,063 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $760,025 | 5,144 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $600,079 | 4,448 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $590,243 | 4,258 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $840,939 | 4,497 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $720,493 | 4,404 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $721,719 | 4,308 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $707,514 | 4,282 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $607,484 | 4,295 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $464,173 | 3,839 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $487,515 | 4,863 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $419,260 | 4,404 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $244,929 | 2,861 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||