Lantz Financial LLC

Position in AXP — American Express Co

CIK 1766883 NAPERVILLE, IL

Position in AXP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$276,012

+$34,936 QoQ

Shares Held

816

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,430

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

Lantz Financial LLC holds $2,793,382 across 4 Credit Services names. AXP ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,128	$1,416,275
2	MA	Mastercard Inc	1,656	$850,521
3	AXP	American Express Co This page	816	$276,012
4	COF	Capital One Financial Corp	1,249	$250,574

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,012	816	+2.4%	Shares	Sole	2026-07-09
2026-03-31	$241,076	797	-1.4%	Shares	Sole	2026-04-09
2025-12-31	$298,919	808	+3.6%	Shares	Sole	2026-01-14
2025-09-30	$259,084	780	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$247,528	776	—	Shares	Sole	2025-07-11
No filing history on record for this holder in this stock.