BRANDYWINE OAK PRIVATE WEALTH LLC
Position in AXP — American Express Co
CIK 1764694
Kennett Square, PA
Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$415,709
+$41,542 QoQ
Shares Held
1,229
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,141
of 2,990 holders
Holding Since
Jun 2020
25 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $3,024,612 across 4 Credit Services names. AXP ranks #3 (13.7% of the industry book) .
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,709 | 1,229 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $374,167 | 1,237 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $460,217 | 1,244 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $417,525 | 1,257 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $407,656 | 1,278 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $342,769 | 1,274 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $379,000 | 1,277 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $345,508 | 1,274 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $294,994 | 1,274 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $294,175 | 1,292 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $242,043 | 1,292 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $200,660 | 1,345 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $234,473 | 1,346 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $260,785 | 1,581 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $247,629 | 1,676 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $264,828 | 1,963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,240 | 2,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $430,661 | 2,303 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $390,186 | 2,385 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $410,280 | 2,449 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $415,883 | 2,517 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $356,994 | 2,524 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $303,242 | 2,508 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $256,439 | 2,558 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $238,380 | 2,504 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||