Sound Income Strategies, LLC

Position in AXP — American Express Co

CIK 1730960 Ft Lauderdale, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$811,461

+$104,263 QoQ

Shares Held

2,399

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,688

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

Sound Income Strategies, LLC holds $2,814,039 across 3 Credit Services names. AXP ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,045	$1,387,799
2	AXP	American Express Co This page	2,399	$811,461
3	MA	Mastercard Inc	1,197	$614,779

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$811,461	2,399	+2.6%	Shares	Sole	2026-07-20
2026-03-31	$707,198	2,338	-1.8%	Shares	Sole	2026-04-27
2025-12-31	$880,481	2,380	+431.2%	Shares	Sole	2026-01-21
2025-09-30	$148,807	448	-22.4%	Shares	Sole	2025-10-10
2025-06-30	$184,051	577	-12.0%	Shares	Sole	2025-07-17
2025-03-31	$176,496	656	+20.1%	Shares	Sole	2025-04-17
2024-12-31	$162,047	546	-53.1%	Shares	Sole	2025-01-21
2024-09-30	$315,676	1,164	+129.6%	Shares	Sole	2024-10-10
2024-06-30	$117,395	507	+2.2%	Shares	Sole	2024-07-12
2024-03-31	$112,934	496	+46.3%	Shares	Sole	2024-04-15
2023-12-31	$63,508	339	+30.9%	Shares	Sole	2024-01-10
2023-09-30	$38,640	259	-25.4%	Shares	Sole	2023-10-12
2023-06-30	$60,447	347	0.0%	Shares	Sole	2023-07-10
2023-03-31	$57,237	347	0.0%	Shares	Sole	2023-04-10
2022-12-31	$51,269	347	+54.9%	Shares	Sole	2023-01-11
2022-09-30	$30,219	224	-2.6%	Shares	Sole	2022-10-18
2022-06-30	$31,882	230	0.0%	Shares	Sole	2022-07-11
2022-03-31	$43,010	230	+2.7%	Shares	Sole	2022-04-11
2021-12-31	$36,646	224	0.0%	Shares	Sole	2022-01-13
2021-09-30	$37,526	224	0.0%	Shares	Sole	2021-10-12
2021-06-30	$37,011	224	0.0%	Shares	Sole	2021-07-13
2021-03-31	$31,682	224	0.0%	Shares	Sole	2021-04-14
2020-12-31	$27,083	224	0.0%	Shares	Sole	2021-01-11
2020-09-30	$22,456	224	0.0%	Shares	Sole	2020-10-08
2020-06-30	$21,324	224	-31.9%	Shares	Sole	2020-07-13
2020-03-31	$28,165	329	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.