McLean Asset Management Corp

Position in AXP — American Express Co

CIK 1833140 TYSONS, VA

Position in AXP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$672,779

-$70,414 QoQ

Shares Held

1,989

-19.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,814

of 2,990 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

McLean Asset Management Corp holds $3,328,131 across 4 Credit Services names. AXP ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,473	$1,191,551
2	MA	Mastercard Inc	1,738	$892,636
3	AXP	American Express Co This page	1,989	$672,779
4	COF	Capital One Financial Corp	2,847	$571,165

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,779	1,989	-19.0%	Shares	Sole	2026-08-12
2026-03-31	$743,193	2,457	-1.0%	Shares	Sole	2026-04-22
2025-12-31	$918,215	2,482	+0.1%	Shares	Sole	2026-01-16
2025-09-30	$823,424	2,479	+0.3%	Shares	Sole	2025-10-07
2025-06-30	$788,518	2,472	+2.6%	Shares	Sole	2025-07-03
2025-03-31	$648,141	2,409	-5.7%	Shares	Sole	2025-04-09
2024-12-31	$758,001	2,554	+5.9%	Shares	Sole	2025-01-22
2024-09-30	$654,134	2,412	-3.7%	Shares	Sole	2024-10-07
2024-06-30	$579,801	2,504	+1.3%	Shares	Sole	2024-07-12
2024-03-31	$562,621	2,471	-0.7%	Shares	Sole	2024-04-10
2023-12-31	$466,101	2,488	-3.5%	Shares	Sole	2024-01-08
2023-09-30	$384,761	2,579	+0.3%	Shares	Sole	2023-10-12
2023-06-30	$448,042	2,572	-3.6%	Shares	Sole	2023-07-10
2023-03-31	$440,251	2,669	-1.8%	Shares	Sole	2023-04-11
2022-12-31	$401,584	2,718	+1.8%	Shares	Sole	2023-01-19
2022-09-30	$360,209	2,670	+1.0%	Shares	Sole	2022-10-12
2022-06-30	$366,372	2,643	-0.6%	Shares	Sole	2022-07-07
2022-03-31	$497,420	2,660	+3.4%	Shares	Sole	2022-04-08
2021-12-31	$420,942	2,573	-1.2%	Shares	Sole	2022-01-14
2021-09-30	$436,415	2,605	+5.3%	Shares	Sole	2021-10-27
2021-06-30	$408,613	2,473	+7.8%	Shares	Sole	2021-07-19
2021-03-31	$324,321	2,293	+1.9%	Shares	Sole	2021-04-28
2020-12-31	$272,168	2,251	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.