Midwest Professional Planners, LTD.

Position in AXP — American Express Co

CIK 1730575 WAUSAU, WI

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,618,803

+$620,925 QoQ

Shares Held

13,655

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#837

of 2,990 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Midwest Professional Planners, LTD. holds $18,951,096 across 5 Credit Services names. AXP ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	26,245	$5,265,271
2	AXP	American Express Co This page	13,655	$4,618,803
3	V	Visa Inc.	13,142	$4,508,888
4	MA	Mastercard Inc	6,518	$3,347,644
5	SOFI	SoFi Technologies, Inc.	67,512	$1,210,490

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,618,803	13,655	+3.3%	Shares	Sole	2026-08-05
2026-03-31	$3,997,878	13,217	+0.9%	Shares	Sole	2026-05-05
2025-12-31	$4,844,495	13,095	+4.3%	Shares	Sole	2026-02-06
2025-09-30	$4,170,268	12,555	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$3,997,776	12,533	+2.9%	Shares	Sole	2025-08-11
2025-03-31	$3,276,759	12,179	-0.7%	Shares	Sole	2025-05-02
2024-12-31	$3,640,722	12,267	+6.4%	Shares	Sole	2025-02-10
2024-09-30	$3,128,020	11,534	+8.5%	Shares	Sole	2024-11-14
2024-06-30	$2,460,913	10,628	+20.3%	Shares	Sole	2024-08-06
2024-03-31	$2,011,641	8,835	+260.8%	Shares	Sole	2024-05-09
2023-12-31	$458,795	2,449	+1.9%	Shares	Sole	2024-02-15
2023-09-30	$358,652	2,404	+9.0%	Shares	Sole	2023-11-13
2023-06-30	$384,111	2,205	-13.1%	Shares	Sole	2023-08-07
2023-03-31	$418,643	2,538	+7.5%	Shares	Sole	2023-05-15
2022-12-31	$348,837	2,361	+11.5%	Shares	Sole	2023-02-10
2022-09-30	$285,739	2,118	+7.6%	Shares	Sole	2022-11-10
2022-06-30	$272,804	1,968	+8.7%	Shares	Sole	2022-08-09
2022-03-31	$338,470	1,810	+9.3%	Shares	Sole	2022-05-11
2021-12-31	$270,921	1,656	+3.1%	Shares	Sole	2022-02-10
2021-09-30	$269,053	1,606	+0.8%	Shares	Sole	2021-11-08
2021-06-30	$263,211	1,593	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.