Accel Wealth Management

Position in AXP — American Express Co

CIK 1838226 WAVERLY, IA

Position in AXP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$341,294

+$28,833 QoQ

Shares Held

1,009

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,281

of 2,990 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accel Wealth Management holds $1,549,836 across 5 Credit Services names. AXP ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,250	$428,862
2	AXP	American Express Co This page	1,009	$341,294
3	MA	Mastercard Inc	638	$327,676
4	COF	Capital One Financial Corp	1,539	$308,754
5	WU	Western Union CO	18,604	$143,250

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,294	1,009	-2.3%	Shares	Sole	2026-07-10
2026-03-31	$312,461	1,033	-3.5%	Shares	Sole	2026-04-08
2025-12-31	$395,846	1,070	+0.1%	Shares	Sole	2026-01-20
2025-09-30	$355,079	1,069	-40.8%	Shares	Sole	2025-10-08
2025-06-30	$576,077	1,806	+8.7%	Shares	Sole	2025-07-22
2025-03-31	$447,161	1,662	+1.7%	Shares	Sole	2025-04-10
2024-12-31	$485,251	1,635	-4.0%	Shares	Sole	2025-01-21
2024-09-30	$462,124	1,704	+3.6%	Shares	Sole	2024-10-15
2024-06-30	$380,668	1,644	-5.6%	Shares	Sole	2024-07-12
2024-03-31	$396,408	1,741	+21.1%	Shares	Sole	2024-04-19
2023-12-31	$269,394	1,438	+84.1%	Shares	Sole	2024-01-18
2023-03-31	$128,825	781	-3.5%	Shares	Sole	2023-04-20
2022-12-31	$119,529	809	-46.6%	Shares	Sole	2023-01-26
2022-09-30	$204,253	1,514	-1.6%	Shares	Sole	2022-10-12
2022-06-30	$213,197	1,538	-5.9%	Shares	Sole	2022-08-03
2022-03-31	$305,558	1,634	-5.6%	Shares	Sole	2022-04-29
2021-12-31	$283,191	1,731	+53.2%	Shares	Sole	2022-01-18
2021-09-30	$189,308	1,130	+334.6%	Shares	Sole	2021-11-04
2021-06-30	$42,959	260	+0.4%	Shares	Sole	2021-08-03
2021-03-31	$36,632	259	0.0%	Shares	Sole	2021-05-10
2020-12-31	$31,315	259	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.