Stokes Family Office, LLC

Family Office

Position in AXP — American Express Co

CIK 1802278 NEW ORLEANS, LA

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,468,343

-$160,209 QoQ

Shares Held

4,341

-19.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,356

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

Stokes Family Office, LLC holds $6,110,752 across 4 Credit Services names. AXP ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,425	$3,233,623
2	AXP	American Express Co This page	4,341	$1,468,343
3	MA	Mastercard Inc	1,934	$993,302
4	COF	Capital One Financial Corp	2,071	$415,484

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,468,343	4,341	-19.4%	Shares	Sole	2026-08-11
2026-03-31	$1,628,552	5,384	-8.6%	Shares	Sole	2026-05-12
2025-12-31	$2,179,005	5,890	-2.5%	Shares	Sole	2026-02-18
2025-09-30	$2,007,242	6,043	+7.8%	Shares	Sole	2025-11-14
2025-06-30	$1,787,882	5,605	+5.7%	Shares	Sole	2025-08-06
2025-03-31	$1,427,041	5,304	-36.1%	Shares	Sole	2025-05-13
2024-12-31	$2,464,544	8,304	+54.3%	Shares	Sole	2025-02-11
2024-09-30	$1,459,598	5,382	-8.3%	Shares	Sole	2024-11-12
2024-06-30	$1,358,503	5,867	+1.7%	Shares	Sole	2024-07-05
2024-03-31	$1,313,088	5,767	-8.1%	Shares	Sole	2024-05-06
2023-12-31	$1,175,933	6,277	-19.8%	Shares	Sole	2024-02-06
2023-09-30	$1,168,008	7,829	-2.1%	Shares	Other	2023-11-13
2023-06-30	$1,393,425	7,999	+1.1%	Shares	Other	2023-08-14
2023-03-31	$1,305,084	7,912	-4.6%	Shares	Other	2023-05-08
2022-12-31	$1,225,881	8,297	-2.0%	Shares	Other	2023-02-14
2022-09-30	$1,142,148	8,466	-0.8%	Shares	Other	2022-11-14
2022-06-30	$1,183,121	8,535	-9.1%	Shares	Other	2022-08-05
2022-03-31	$1,755,369	9,387	+1.0%	Shares	Other	2022-05-16
2021-12-31	$1,519,844	9,290	+2.3%	Shares	Other	2022-02-15
2021-09-30	$1,522,010	9,085	-3.6%	Shares	Other	2021-11-15
2021-06-30	$1,557,788	9,428	-1.9%	Shares	Other	2021-08-12
2021-03-31	$1,358,814	9,607	-38.8%	Shares	Other	2021-05-13
2020-12-31	$1,897,440	15,693	-1.1%	Shares	Other	2021-02-10
2020-09-30	$1,590,265	15,863	-33.3%	Shares	Other	2020-11-12
2020-06-30	$2,265,760	23,800	+31.2%	Shares	Other	2020-08-11
2020-03-31	$1,553,136	18,142	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.