Horizon Wealth Management, LLC

Position in AXP — American Express Co

CIK 1815123 LA GRANGE, IL

Position in AXP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$725,208

+$77,296 QoQ

Shares Held

2,144

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,757

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Horizon Wealth Management, LLC holds $1,258,931 across 3 Credit Services names. AXP ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	2,144	$725,208
2	V	Visa Inc.	986	$338,286
3	SOFI	SoFi Technologies, Inc.	10,900	$195,437

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,208	2,144	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$647,912	2,142	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$791,693	2,140	+0.0%	Shares	Sole	2026-02-04
2025-09-30	$710,490	2,139	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$681,660	2,137	+0.9%	Shares	Sole	2025-08-04
2025-03-31	$569,847	2,118	+2.1%	Shares	Sole	2025-04-11
2024-12-31	$615,542	2,074	+0.0%	Shares	Sole	2025-01-13
2024-09-30	$562,197	2,073	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$479,540	2,071	-7.8%	Shares	Sole	2024-07-22
2024-03-31	$511,391	2,246	+2.6%	Shares	Sole	2024-04-18
2023-12-31	$410,087	2,189	-9.1%	Shares	Sole	2024-01-22
2023-09-30	$359,249	2,408	+0.2%	Shares	Sole	2023-10-25
2023-06-30	$418,776	2,404	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$396,044	2,401	-28.3%	Shares	Sole	2023-05-11
2022-12-31	$495,110	3,351	+1.0%	Shares	Sole	2023-02-09
2022-09-30	$447,766	3,319	-3.2%	Shares	Sole	2022-11-18
2022-06-30	$475,189	3,428	-1.5%	Shares	Sole	2022-08-02
2022-03-31	$650,947	3,481	-53.3%	Shares	Sole	2022-05-12
2021-12-31	$1,219,147	7,452	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.