Alhambra Investment Management LLC
Position in AXP — American Express Co
CIK 1802696
PALMETTO BAY, FL
Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,298,541
+$91,344 QoQ
Shares Held
3,839
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,437
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Alhambra Investment Management LLC holds $3,217,619 across 3 Credit Services names. AXP ranks #2 (40.4% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,541 | 3,839 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,207,197 | 3,991 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,469,811 | 3,973 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,242,942 | 3,742 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,363,639 | 4,275 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,036,111 | 3,851 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,184,192 | 3,990 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,082,088 | 3,990 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $929,673 | 4,015 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $948,328 | 4,165 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $797,131 | 4,255 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $649,722 | 4,355 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $758,641 | 4,355 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $728,749 | 4,418 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $652,759 | 4,418 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $596,032 | 4,418 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $612,423 | 4,418 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $826,166 | 4,418 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $722,784 | 4,418 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $808,834 | 4,828 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $797,730 | 4,828 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $682,872 | 4,828 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $662,344 | 5,478 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $549,169 | 5,478 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $521,505 | 5,478 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $468,971 | 5,478 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||