Western Wealth Management, LLC

Position in AXP — American Express Co

CIK 1767902 GOLDEN, CO

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,178,535

+$239,640 QoQ

Shares Held

9,397

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#985

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $25,412,183 across 6 Credit Services names. AXP ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	40,403	$13,861,864
2	MA	Mastercard Inc	12,547	$6,444,139
3	AXP	American Express Co This page	9,397	$3,178,535
4	COF	Capital One Financial Corp	7,463	$1,497,227
5	SYF	Synchrony Financial	2,961	$225,184
6	PYPL	PayPal Holdings, Inc.	4,753	$205,234

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,178,535	9,397	-3.3%	Shares	Sole	2026-08-14
2026-03-31	$2,938,895	9,716	+15.3%	Shares	Sole	2026-05-19
2025-12-31	$3,118,308	8,429	-0.3%	Shares	Sole	2026-02-05
2025-09-30	$2,807,084	8,451	-0.3%	Shares	Sole	2025-11-06
2025-06-30	$2,702,717	8,473	+5.0%	Shares	Sole	2025-08-11
2025-03-31	$2,170,695	8,068	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$2,398,063	8,080	-5.2%	Shares	Sole	2025-04-16
2024-09-30	$2,312,522	8,527	+13.6%	Shares	Sole	2024-11-12
2024-06-30	$1,737,551	7,504	+3.7%	Shares	Sole	2024-07-19
2024-03-31	$1,647,792	7,237	-12.4%	Shares	Sole	2024-05-03
2023-12-31	$1,547,053	8,258	-2.1%	Shares	Sole	2024-01-31
2023-09-30	$1,258,865	8,438	-2.8%	Shares	Sole	2023-11-08
2023-06-30	$1,511,533	8,677	-0.6%	Shares	Sole	2023-08-30
2023-03-31	$1,439,353	8,726	+4.2%	Shares	Sole	2023-08-30
2022-12-31	$1,237,849	8,378	-44.3%	Shares	Sole	2023-02-03
2022-09-30	$2,030,125	15,048	-20.2%	Shares	Sole	2022-11-07
2022-06-30	$2,614,511	18,861	-13.8%	Shares	Sole	2022-07-18
2022-03-31	$4,091,186	21,878	+189.8%	Shares	Sole	2022-05-10
2021-12-31	$1,235,180	7,550	-0.1%	Shares	Sole	2022-02-14
2021-06-30	$1,249,304	7,561	+5.9%	Shares	Sole	2021-08-09
2021-03-31	$1,010,305	7,143	+11.3%	Shares	Sole	2021-05-14
2020-12-31	$776,000	6,418	+7.9%	Shares	Sole	2021-02-10
2020-09-30	$596,387	5,949	+3.3%	Shares	Sole	2020-10-27
2020-06-30	$548,161	5,758	+3.9%	Shares	Sole	2020-07-20
2020-03-31	$474,279	5,540	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.