Bigelow Investment Advisors, LLC

Position in AXP — American Express Co

CIK 1729516 Portland, ME

Position in AXP

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

Position Value

$2,855,168

+$311,614 QoQ

Shares Held

8,441

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#1,031

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bigelow Investment Advisors, LLC holds $5,473,017 across 5 Credit Services names. AXP ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	8,441	$2,855,168
2	V	Visa Inc.	3,707	$1,271,834
3	MA	Mastercard Inc	1,616	$829,977
4	COF	Capital One Financial Corp	1,402	$281,269
5	PYPL	PayPal Holdings, Inc.	5,437	$234,769

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,855,168	8,441	+0.4%	Shares	Sole	2026-07-30
2026-03-31	$2,543,554	8,409	-1.0%	Shares	Sole	2026-04-23
2025-12-31	$3,141,985	8,493	-2.1%	Shares	Sole	2026-01-28
2025-09-30	$2,882,816	8,679	-3.4%	Shares	Sole	2025-10-22
2025-06-30	$2,866,354	8,986	-0.3%	Shares	Sole	2025-07-10
2025-03-31	$2,424,140	9,010	-2.4%	Shares	Sole	2025-04-21
2024-12-31	$2,739,371	9,230	-6.4%	Shares	Sole	2025-01-31
2024-09-30	$2,674,032	9,860	-1.2%	Shares	Sole	2024-10-18
2024-06-30	$2,310,869	9,980	-0.5%	Shares	Sole	2024-10-15
2024-03-31	$2,283,958	10,031	-1.6%	Shares	Sole	2024-05-08
2023-12-31	$1,908,807	10,189	+1.6%	Shares	Sole	2024-01-31
2023-09-30	$1,496,226	10,029	+0.8%	Shares	Sole	2023-10-31
2023-06-30	$1,732,593	9,946	+3.4%	Shares	Sole	2023-07-25
2023-03-31	$1,587,313	9,623	+0.6%	Shares	Sole	2023-05-09
2022-12-31	$1,412,785	9,562	+4.7%	Shares	Sole	2023-01-26
2022-09-30	$1,231,863	9,131	+13.5%	Shares	Sole	2022-11-10
2022-06-30	$1,115,613	8,048	+2.2%	Shares	Sole	2022-07-18
2022-03-31	$1,472,625	7,875	+4.1%	Shares	Sole	2022-04-29
2021-12-31	$1,237,797	7,566	+4.5%	Shares	Sole	2022-02-11
2021-09-30	$1,212,582	7,238	+16.0%	Shares	Sole	2021-11-04
2021-06-30	$1,031,200	6,241	0.0%	Shares	Sole	2021-08-09
2021-03-31	$882,727	6,241	+17.2%	Shares	Sole	2021-05-06
2020-12-31	$643,724	5,324	+1.0%	Shares	Sole	2021-02-12
2020-09-30	$528,417	5,271	-3.2%	Shares	Sole	2020-11-10
2020-06-30	$518,649	5,448	-5.9%	Shares	Sole	2020-08-11
2020-03-31	$495,510	5,788	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.