Winthrop Advisory Group LLC

Position in AXP — American Express Co

CIK 1739043 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$370,045

+$25,218 QoQ

Shares Held

1,094

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,224

of 2,990 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winthrop Advisory Group LLC holds $5,865,424 across 4 Credit Services names. AXP ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,289	$3,530,052
2	MA	Mastercard Inc	3,118	$1,601,404
3	AXP	American Express Co This page	1,094	$370,045
4	COF	Capital One Financial Corp	1,814	$363,923

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,045	1,094	-4.0%	Shares	Sole	2026-07-17
2026-03-31	$344,827	1,140	-14.0%	Shares	Sole	2026-04-13
2025-12-31	$490,552	1,326	-11.3%	Shares	Other	2026-01-21
2025-09-30	$496,579	1,495	-1.8%	Shares	Sole	2025-10-24
2025-06-30	$485,487	1,522	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.