Outlook Wealth Advisors, LLC

Position in AXP — American Express Co

CIK 1767151 SHENANDOAH, TX

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$719,457

+$70,638 QoQ

Shares Held

2,127

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,770

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

Outlook Wealth Advisors, LLC holds $3,205,728 across 5 Credit Services names. AXP ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,679	$1,262,228
2	AXP	American Express Co This page	2,127	$719,457
3	MA	Mastercard Inc	1,350	$693,360
4	OMF	OneMain Holdings, Inc.	4,657	$283,937
5	WU	Western Union CO	32,045	$246,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,457	2,127	-0.8%	Shares	Sole	2026-08-03
2026-03-31	$648,819	2,145	-1.9%	Shares	Sole	2026-04-17
2025-12-31	$808,710	2,186	-23.7%	Shares	Sole	2026-02-11
2025-09-30	$951,306	2,864	-2.5%	Shares	Sole	2025-10-30
2025-06-30	$936,844	2,937	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$797,464	2,964	-1.0%	Shares	Sole	2025-04-14
2024-12-31	$888,292	2,993	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$806,548	2,974	-2.2%	Shares	Sole	2024-10-23
2024-06-30	$703,912	3,040	-1.6%	Shares	Sole	2024-07-18
2024-03-31	$703,562	3,090	-8.0%	Shares	Sole	2024-04-22
2023-12-31	$629,462	3,360	-21.2%	Shares	Sole	2024-01-29
2023-09-30	$636,444	4,266	+6.3%	Shares	Sole	2023-10-10
2023-06-30	$699,413	4,015	+31.6%	Shares	Sole	2023-07-10
2023-03-31	$503,262	3,051	-0.6%	Shares	Sole	2023-04-18
2022-12-31	$453,444	3,069	+6.1%	Shares	Sole	2023-02-14
2022-09-30	$390,159	2,892	+2.6%	Shares	Sole	2022-10-25
2022-06-30	$390,769	2,819	+8.6%	Shares	Sole	2022-07-28
2022-03-31	$485,265	2,595	-0.3%	Shares	Sole	2022-07-28
2021-12-31	$426,014	2,604	+0.2%	Shares	Sole	2022-01-21
2021-09-30	$435,242	2,598	-2.0%	Shares	Sole	2021-10-22
2021-06-30	$438,189	2,652	+8.2%	Shares	Sole	2021-07-21
2021-03-31	$346,810	2,452	-36.3%	Shares	Sole	2021-05-04
2020-12-31	$465,261	3,848	-1.2%	Shares	Sole	2021-02-04
2020-09-30	$390,373	3,894	+6.9%	Shares	Sole	2020-11-10
2020-06-30	$346,813	3,643	+6.6%	Shares	Sole	2020-07-17
2020-03-31	$292,443	3,416	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.