RMR Wealth Builders

Position in AXP — American Express Co

CIK 1803848 Montclair, NJ

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,979,378

+$1,623,968 QoQ

Shares Held

14,721

+32.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#814

of 2,990 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $13,194,238 across 5 Credit Services names. AXP ranks #1 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	14,721	$4,979,378
2	V	Visa Inc.	13,850	$4,751,796
3	MA	Mastercard Inc	4,420	$2,270,112
4	COF	Capital One Financial Corp	4,865	$976,016
5	PYPL	PayPal Holdings, Inc.	5,024	$216,936

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,979,378	14,721	+32.7%	Shares	Sole	2026-07-24
2026-03-31	$3,355,410	11,093	+15.4%	Shares	Sole	2026-04-22
2025-12-31	$3,556,699	9,614	+7.9%	Shares	Sole	2026-01-29
2025-09-30	$2,958,881	8,908	+6.1%	Shares	Sole	2025-11-05
2025-06-30	$2,677,518	8,394	+4.7%	Shares	Sole	2025-07-08
2025-03-31	$2,156,435	8,015	+4.6%	Shares	Sole	2025-04-16
2024-12-31	$2,275,192	7,666	+7.4%	Shares	Sole	2025-01-14
2024-09-30	$1,936,096	7,139	-3.2%	Shares	Sole	2024-10-21
2024-06-30	$1,707,218	7,373	+9.6%	Shares	Sole	2024-07-23
2024-03-31	$1,532,126	6,729	+8.4%	Shares	Sole	2024-04-15
2023-12-31	$1,162,632	6,206	+26.5%	Shares	Sole	2024-02-06
2023-09-30	$731,627	4,904	+142.7%	Shares	Sole	2023-10-23
2023-06-30	$352,058	2,021	+2.3%	Shares	Sole	2023-07-21
2023-03-31	$325,776	1,975	-2.4%	Shares	Sole	2023-04-11
2022-12-31	$298,898	2,023	+22.7%	Shares	Sole	2023-02-15
2022-09-30	$222,466	1,649	+5.5%	Shares	Sole	2022-11-08
2022-06-30	$216,663	1,563	+3.9%	Shares	Sole	2022-08-02
2022-03-31	$281,435	1,505	-42.8%	Shares	Sole	2022-05-13
2021-09-30	$440,938	2,632	-1.9%	Shares	Sole	2021-10-18
2021-06-30	$443,146	2,682	-29.7%	Shares	Sole	2021-08-16
2021-03-31	$539,876	3,817	+84.4%	Shares	Sole	2021-05-13
2020-12-31	$250,283	2,070	-48.2%	Shares	Sole	2021-02-26
2020-09-30	$400,298	3,993	+91.0%	Shares	Sole	2020-11-13
2020-06-30	$199,063	2,091	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.