Biltmore Family Office, LLC
Family OfficePosition in AXP — American Express Co
CIK 1731123
CHARLOTTE, NC
Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$207,347
-$15,362 QoQ
Shares Held
613
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,665
of 2,998 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Biltmore Family Office, LLC holds $8,152,695 across 4 Credit Services names. AXP ranks #4 (2.5% of the industry book) .
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,347 | 613 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $222,709 | 602 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $203,946 | 614 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $200,000 | 627 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $209,051 | 777 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||