Falcon Wealth Planning

Position in AXP — American Express Co

CIK 1839850 Ontario, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$218,509

-$45,253 QoQ

Shares Held

646

-25.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,632

of 2,998 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Financial Services · as of Jun 30, 2026

Falcon Wealth Planning holds $2,511,762 across 4 Credit Services names. AXP ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPST	Upstart Holdings, Inc.	30,067	$1,065,273
2	V	Visa Inc.	2,428	$833,022
3	MA	Mastercard Inc	769	$394,958
4	AXP	American Express Co This page	646	$218,509

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,509	646	-25.9%	Shares	Sole	2026-07-13
2026-03-31	$263,762	872	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.