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Kingsview Wealth Management, LLC

Position in AXP — American Express Co

CIK 1791965 GRANTS PASS, OR

Position in AXP

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$8,271,903
+$623,092 QoQ
Shares Held
24,455
-3.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#633
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Jun 30, 2020
CallValue
$0
CallShares
0
PutValue
$1,000
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $44,680,215 across 10 Credit Services names. AXP ranks #2 (18.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AXP
American Express Co
This page
24,455 $8,271,903

All Filings in AXP

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27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,271,903 24,455
2026-03-31 $7,648,811 25,287
2025-12-31 $8,910,985 24,087
2025-09-30 $7,963,203 23,974
2025-06-30 $7,788,534 24,417
2025-03-31 $6,508,588 24,191
2024-12-31 $6,770,373 22,812
2024-09-30 $6,036,640 22,259
2024-06-30 $4,745,848 20,496
2024-03-31 $4,366,638 19,178
2023-12-31 $3,572,761 19,071
2023-09-30 $2,940,534 19,710
2023-06-30 $4,340,018 24,914
2023-03-31 $3,023,038 18,327
2022-12-31 $2,818,035 19,073
2022-09-30 $2,569,091 19,043
2022-06-30 $2,522,745 18,199
2022-03-31 $3,387,879 18,117
2021-12-31 $2,011,462 12,295
2021-09-30 $2,290,972 13,675
2021-06-30 $935,862 5,664
2021-03-31 $731,386 5,171
2020-12-31 $638,404 5,280
2020-09-30 $613,429 6,119
2020-06-30 $541,212 5,685
2020-06-30 $1,000 100
2020-03-31 $470,255 5,493