WADDELL & ASSOCIATES, LLC

Position in AXP — American Express Co

CIK 1776757 MEMPHIS, TN

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$900,421

-$10,043 QoQ

Shares Held

2,662

-11.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,622

of 2,990 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $5,504,523 across 7 Credit Services names. AXP ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,411	$1,513,369
2	COF	Capital One Financial Corp	7,096	$1,423,599
3	AXP	American Express Co This page	2,662	$900,421
4	MA	Mastercard Inc	1,168	$599,884
5	OMF	OneMain Holdings, Inc.	7,680	$468,249
6	SYF	Synchrony Financial	4,053	$308,230
7	ALLY	Ally Financial Inc.	6,328	$290,771

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$900,421	2,662	-11.6%	Shares	Sole	2026-07-15
2026-03-31	$910,464	3,010	+13.4%	Shares	Sole	2026-05-11
2025-12-31	$982,217	2,655	+0.6%	Shares	Sole	2026-02-11
2025-09-30	$876,238	2,638	+0.4%	Shares	Sole	2025-11-10
2025-06-30	$838,279	2,628	+29.1%	Shares	Sole	2025-08-12
2024-09-30	$552,163	2,036	0.0%	Shares	Sole	2024-11-12
2024-06-30	$471,435	2,036	0.0%	Shares	Sole	2024-08-06
2024-03-31	$463,576	2,036	+0.0%	Shares	Sole	2024-05-08
2023-12-31	$381,236	2,035	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$303,750	2,036	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$353,451	2,029	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$336,168	2,038	-1.3%	Shares	Sole	2023-05-10
2022-12-31	$304,956	2,064	+0.6%	Shares	Sole	2023-02-10
2022-09-30	$276,700	2,051	+0.4%	Shares	Sole	2022-11-02
2022-06-30	$283,200	2,043	0.0%	Shares	Sole	2022-07-27
2022-03-31	$382,041	2,043	+0.0%	Shares	Sole	2022-04-21
2021-06-30	$337,399	2,042	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.