Keudell/Morrison Wealth Management

Position in AXP — American Express Co

CIK 1785498 Salem, OR

Position in AXP

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

Position Value

$604,452

+$34,580 QoQ

Shares Held

1,787

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,878

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

Keudell/Morrison Wealth Management holds $5,387,023 across 4 Credit Services names. AXP ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,238	$3,855,645
2	AXP	American Express Co This page	1,787	$604,452
3	MA	Mastercard Inc	1,154	$592,694
4	COF	Capital One Financial Corp	1,666	$334,232

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,452	1,787	-5.1%	Shares	Sole	2026-07-15
2026-03-31	$569,872	1,884	+10.4%	Shares	Sole	2026-04-20
2025-12-31	$631,504	1,707	-11.4%	Shares	Sole	2026-02-06
2025-06-30	$614,674	1,927	0.0%	Shares	Sole	2025-07-22
2025-03-31	$518,459	1,927	0.0%	Shares	Sole	2025-04-23
2024-12-31	$571,914	1,927	0.0%	Shares	Sole	2025-01-23
2024-09-30	$522,602	1,927	0.0%	Shares	Sole	2024-10-31
2024-06-30	$446,196	1,927	-1.3%	Shares	Sole	2024-07-16
2024-03-31	$444,450	1,952	0.0%	Shares	Sole	2024-05-07
2023-12-31	$365,687	1,952	0.0%	Shares	Sole	2024-02-14
2023-09-30	$291,218	1,952	-4.3%	Shares	Sole	2023-10-18
2023-06-30	$355,193	2,039	0.0%	Shares	Sole	2023-07-20
2023-03-31	$336,333	2,039	0.0%	Shares	Sole	2023-04-18
2022-12-31	$301,262	2,039	0.0%	Shares	Sole	2023-01-20
2022-09-30	$275,081	2,039	-0.0%	Shares	Sole	2022-10-12
2022-06-30	$282,784	2,040	-2.2%	Shares	Sole	2022-07-18
2022-03-31	$389,895	2,085	-1.0%	Shares	Sole	2022-04-18
2021-12-31	$344,378	2,105	-7.0%	Shares	Sole	2022-02-08
2021-09-30	$379,120	2,263	-1.5%	Shares	Sole	2021-12-08
2021-06-30	$379,698	2,298	+1.4%	Shares	Sole	2021-07-13
2021-03-31	$320,503	2,266	-0.7%	Shares	Sole	2021-04-13
2020-12-31	$276,037	2,283	-40.3%	Shares	Sole	2021-02-12
2020-09-30	$383,055	3,821	-1.5%	Shares	Sole	2020-10-20
2020-06-30	$369,280	3,879	+16.9%	Shares	Sole	2020-07-14
2020-03-31	$284,053	3,318	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.