Williams Jones Wealth Management, LLC.

Position in AXP — American Express Co

CIK 1788587 New York, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$42,092,168

+$4,432,804 QoQ

Shares Held

124,441

-0.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#275

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $409,692,573 across 6 Credit Services names. AXP ranks #2 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,045,853	$358,821,705
2	AXP	American Express Co This page	124,441	$42,092,168
3	MA	Mastercard Inc	8,808	$4,523,788
4	COF	Capital One Financial Corp	17,920	$3,595,110
5	SLM	SLM Corp	18,487	$479,552
6	NAVI	Navient Corp	21,181	$180,250

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,092,168	124,441	-0.0%	Shares	Sole	2026-08-05
2026-03-31	$37,659,364	124,502	-0.5%	Shares	Sole	2026-05-05
2025-12-31	$46,291,473	125,129	-1.2%	Shares	Sole	2026-02-13
2025-09-30	$42,076,368	126,675	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$40,653,044	127,447	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$34,148,364	126,922	-1.5%	Shares	Sole	2025-05-15
2024-12-31	$38,237,236	128,836	-0.9%	Shares	Sole	2025-02-14
2024-09-30	$35,270,916	130,055	-14.1%	Shares	Sole	2024-11-14
2024-06-30	$35,038,609	151,322	-0.6%	Shares	Sole	2024-08-05
2024-03-31	$34,666,940	152,255	-0.5%	Shares	Sole	2024-05-07
2023-12-31	$28,676,321	153,071	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$22,982,570	154,049	-1.7%	Shares	Sole	2023-11-14
2023-06-30	$27,307,069	156,757	-0.3%	Shares	Sole	2023-08-14
2023-03-31	$25,938,717	157,252	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$23,326,031	157,875	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$21,437,333	158,901	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$21,834,867	157,516	+1.4%	Shares	Sole	2022-08-15
2022-03-31	$29,047,084	155,332	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$25,198,162	154,023	+10.7%	Shares	Sole	2022-02-14
2021-09-30	$23,315,317	139,171	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$22,649,397	137,078	+1.3%	Shares	Sole	2021-08-16
2021-03-31	$19,142,065	135,337	+1.5%	Shares	Sole	2021-05-17
2020-12-31	$16,117,182	133,299	-2.3%	Shares	Sole	2021-02-16
2020-09-30	$13,676,105	136,420	+0.6%	Shares	Sole	2020-11-13
2020-06-30	$12,910,928	135,619	+1.8%	Shares	Sole	2020-08-14
2020-03-31	$11,401,711	133,182	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.