Bedel Financial Consulting, Inc.

Position in AXP — American Express Co

CIK 1730511 INDIANAPOLIS, IN

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,437,562

+$153,535 QoQ

Shares Held

4,250

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,374

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bedel Financial Consulting, Inc. holds $3,380,879 across 4 Credit Services names. AXP ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	4,250	$1,437,562
2	V	Visa Inc.	3,136	$1,075,930
3	MA	Mastercard Inc	908	$466,348
4	COF	Capital One Financial Corp	1,999	$401,039

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,437,562	4,250	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$1,284,027	4,245	-4.9%	Shares	Sole	2026-05-04
2025-12-31	$1,650,716	4,462	+2.7%	Shares	Sole	2026-01-28
2025-09-30	$1,442,903	4,344	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$1,384,373	4,340	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$1,166,600	4,336	+0.1%	Shares	Sole	2025-05-07
2024-12-31	$1,285,991	4,333	-0.2%	Shares	Sole	2025-02-06
2024-09-30	$1,177,008	4,340	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$1,003,769	4,335	-2.9%	Shares	Sole	2024-08-05
2024-03-31	$1,016,635	4,465	-0.8%	Shares	Sole	2024-05-07
2023-12-31	$843,404	4,502	-5.7%	Shares	Sole	2024-02-13
2023-09-30	$712,382	4,775	-7.8%	Shares	Sole	2024-02-08
2023-06-30	$902,007	5,178	-0.0%	Shares	Sole	2023-08-10
2023-03-31	$854,276	5,179	+0.4%	Shares	Sole	2023-05-02
2022-12-31	$762,390	5,160	+4.6%	Shares	Sole	2023-02-07
2022-09-30	$665,511	4,933	+3.3%	Shares	Sole	2022-11-08
2022-06-30	$662,187	4,777	-3.4%	Shares	Sole	2022-08-04
2022-03-31	$924,902	4,946	-1.3%	Shares	Sole	2022-04-19
2021-12-31	$819,963	5,012	+1.6%	Shares	Other	2022-01-11
2021-09-30	$826,760	4,935	+0.1%	Shares	Sole	2021-10-12
2021-06-30	$814,418	4,929	-0.4%	Shares	Sole	2021-08-03
2021-03-31	$699,845	4,948	+3.5%	Shares	Sole	2021-04-26
2020-12-31	$578,070	4,781	+0.2%	Shares	Sole	2021-02-02
2020-09-30	$478,393	4,772	-0.6%	Shares	Sole	2020-10-20
2020-06-30	$456,864	4,799	-17.9%	Shares	Sole	2020-07-14
2020-03-31	$500,476	5,846	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.