Lloyd Advisory Services, LLC.

Position in AXP — American Express Co

CIK 1802474 SUWANEE, GA

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$48,369

+$28,406 QoQ

Shares Held

143

+116.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,842

of 2,990 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $84,386 across 3 Credit Services names. AXP ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	143	$48,369
2	V	Visa Inc.	96	$32,936
3	MA	Mastercard Inc	6	$3,081

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,369	143	+116.7%	Shares	Sole	2026-08-07
2026-03-31	$19,963	66	-63.9%	Shares	Sole	2026-05-13
2025-12-31	$67,700	183	-26.2%	Shares	Sole	2026-02-06
2022-03-31	$46,376	248	+7.8%	Shares	Other	2022-05-02
2021-12-31	$37,628	230	0.0%	Shares	Other	2022-01-26
2021-09-30	$38,531	230	+37.7%	Shares	Other	2021-10-21
2021-06-30	$27,593	167	0.0%	Shares	Other	2021-08-09
2021-03-31	$23,620	167	-11.2%	Shares	Other	2021-05-04
2020-12-31	$22,731	188	-35.4%	Shares	Other	2021-02-04
2020-09-30	$29,172	291	-11.3%	Shares	Other	2020-10-28
2020-03-31	$28,080	328	—	Shares	Other	2020-06-03
No filing history on record for this holder in this stock.