Capital Advisors Wealth Management, LLC
Position in AXP — American Express Co
CIK 1824700
YAKIMA, WA
Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$390,002
+$91,455 QoQ
Shares Held
1,153
+16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,190
of 2,990 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $6,557,347 across 3 Credit Services names. AXP ranks #3 (5.9% of the industry book) .
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,002 | 1,153 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $298,547 | 987 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $364,770 | 986 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $326,845 | 984 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $251,037 | 787 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $210,666 | 783 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $230,902 | 778 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $203,671 | 751 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||