Citadel Investment Advisory, Inc.

Position in AXP — American Express Co

CIK 1811907 CHESTERLAND, OH

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,972,674

+$208,611 QoQ

Shares Held

5,832

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,195

of 2,990 holders

Holding Since

Dec 2020

23 quarters on record

Financial Services · as of Jun 30, 2026

Citadel Investment Advisory, Inc. holds $4,364,239 across 4 Credit Services names. AXP ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	5,832	$1,972,674
2	CACC	Credit Acceptance Corp	2,525	$1,607,768
3	MA	Mastercard Inc	1,155	$593,208
4	COF	Capital One Financial Corp	950	$190,589

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,972,674	5,832	0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,764,063	5,832	-3.3%	Shares	Sole	2026-04-16
2025-12-31	$2,231,538	6,032	0.0%	Shares	Sole	2026-01-21
2025-09-30	$2,003,589	6,032	0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,924,087	6,032	-10.1%	Shares	Sole	2025-08-05
2025-03-31	$1,805,056	6,709	-2.5%	Shares	Sole	2025-04-17
2024-12-31	$2,043,102	6,884	0.0%	Shares	Sole	2025-01-24
2024-09-30	$1,866,940	6,884	0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,593,990	6,884	0.0%	Shares	Sole	2024-07-15
2024-03-31	$1,567,417	6,884	0.0%	Shares	Sole	2024-04-17
2023-12-31	$1,289,648	6,884	0.0%	Shares	Sole	2024-01-23
2023-09-30	$1,027,023	6,884	0.0%	Shares	Sole	2023-10-31
2023-06-30	$1,199,192	6,884	0.0%	Shares	Sole	2023-07-11
2023-03-31	$1,135,515	6,884	0.0%	Shares	Sole	2023-05-01
2022-12-31	$1,017,111	6,884	0.0%	Shares	Sole	2023-01-18
2022-09-30	$928,720	6,884	0.0%	Shares	Sole	2022-10-20
2022-06-30	$954,260	6,884	0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,287,308	6,884	-0.8%	Shares	Sole	2022-05-12
2021-12-31	$1,135,056	6,938	0.0%	Shares	Sole	2022-01-27
2021-09-30	$1,162,323	6,938	0.0%	Shares	Sole	2021-11-02
2021-06-30	$1,146,365	6,938	0.0%	Shares	Sole	2021-08-10
2021-03-31	$981,310	6,938	0.0%	Shares	Sole	2021-04-20
2020-12-31	$838,873	6,938	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.