BAKER TILLY WEALTH MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 1840565 MADISON, WI

Position in AXP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,023,882

+$110,695 QoQ

Shares Held

3,027

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,560

of 2,990 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $6,938,814 across 5 Credit Services names. AXP ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,956	$3,758,894
2	COF	Capital One Financial Corp	5,853	$1,174,228
3	AXP	American Express Co This page	3,027	$1,023,882
4	MA	Mastercard Inc	1,202	$617,347
5	SOFI	SoFi Technologies, Inc.	20,327	$364,463

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,023,882	3,027	+0.3%	Shares	Sole	2026-07-17
2026-03-31	$913,187	3,019	-4.4%	Shares	Sole	2026-04-10
2025-12-31	$1,168,302	3,158	+15.7%	Shares	Sole	2026-01-08
2025-09-30	$906,464	2,729	+234.0%	Shares	Sole	2025-10-09
2025-06-30	$260,606	817	+11.0%	Shares	Sole	2025-07-10
2024-12-31	$218,437	736	-1.7%	Shares	Sole	2025-01-10
2024-09-30	$203,128	749	-26.3%	Shares	Sole	2024-10-24
2024-06-30	$235,254	1,016	-76.9%	Shares	Sole	2024-07-18
2024-03-31	$1,002,291	4,402	-7.3%	Shares	Sole	2024-05-09
2023-12-31	$889,302	4,747	-7.2%	Shares	Sole	2024-01-10
2023-09-30	$763,405	5,117	-24.0%	Shares	Sole	2023-10-10
2023-06-30	$1,173,237	6,735	+5.6%	Shares	Sole	2023-07-20
2023-03-31	$1,051,556	6,375	+13.3%	Shares	Sole	2023-04-12
2022-12-31	$831,684	5,629	-1.9%	Shares	Sole	2023-01-26
2022-09-30	$774,113	5,738	+6.1%	Shares	Sole	2022-10-20
2022-06-30	$749,795	5,409	-6.6%	Shares	Sole	2022-07-28
2022-03-31	$1,082,543	5,789	+6.9%	Shares	Sole	2022-04-27
2021-12-31	$885,566	5,413	+3.2%	Shares	Sole	2022-02-08
2021-09-30	$878,527	5,244	+5.8%	Shares	Sole	2021-11-02
2021-06-30	$819,210	4,958	+7.1%	Shares	Sole	2021-07-30
2021-03-31	$654,867	4,630	+55.2%	Shares	Sole	2021-04-28
2020-12-31	$360,674	2,983	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.