Sage Mountain Advisors LLC

Position in AXP — American Express Co

CIK 1832274 ATLANTA, GA

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$651,131

+$434,253 QoQ

Shares Held

1,925

+168.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,833

of 2,990 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sage Mountain Advisors LLC holds $2,731,319 across 4 Credit Services names. AXP ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,455	$1,528,465
2	AXP	American Express Co This page	1,925	$651,131
3	MA	Mastercard Inc	641	$329,217
4	PYPL	PayPal Holdings, Inc.	5,153	$222,506

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$651,131	1,925	+168.5%	Shares	Sole	2026-08-05
2026-03-31	$216,878	717	-87.9%	Shares	Sole	2026-05-11
2025-12-31	$2,193,063	5,928	-5.4%	Shares	Sole	2026-01-23
2025-09-30	$2,082,311	6,269	+24.2%	Shares	Sole	2025-10-29
2025-06-30	$1,609,892	5,047	+15.3%	Shares	Sole	2025-07-31
2025-03-31	$1,177,631	4,377	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$1,306,766	4,403	+21.5%	Shares	Sole	2025-02-07
2024-09-30	$983,100	3,625	+5.5%	Shares	Sole	2024-10-29
2024-06-30	$795,605	3,436	+27.7%	Shares	Sole	2024-07-31
2024-03-31	$612,486	2,690	+2.0%	Shares	Sole	2024-04-23
2023-12-31	$494,015	2,637	-5.3%	Shares	Sole	2024-02-01
2023-09-30	$415,494	2,785	+19.4%	Shares	Sole	2023-10-25
2023-06-30	$406,408	2,333	+21.6%	Shares	Sole	2023-07-24
2023-03-31	$316,374	1,918	-19.4%	Shares	Sole	2023-04-25
2021-12-31	$389,531	2,381	-6.1%	Shares	Sole	2022-02-02
2021-09-30	$424,856	2,536	0.0%	Shares	Sole	2021-11-01
2021-06-30	$419,023	2,536	+4.8%	Shares	Sole	2021-07-22
2021-03-31	$342,284	2,420	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.