Galvin, Gaustad & Stein, LLC

Position in AXP — American Express Co

CIK 1840945 Scottsdale, AZ

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$13,461,335

-$3,355,948 QoQ

Shares Held

39,797

-28.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.48%

of 13F equity value

Holder Rank

#499

of 2,990 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Galvin, Gaustad & Stein, LLC holds $39,106,489 across 5 Credit Services names. AXP ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	56,757	$19,472,759
2	AXP	American Express Co This page	39,797	$13,461,335
3	MA	Mastercard Inc	7,992	$4,104,691
4	COF	Capital One Financial Corp	7,491	$1,502,844
5	UPST	Upstart Holdings, Inc.	15,943	$564,860

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,461,335	39,797	-28.4%	Shares	Sole	2026-07-29
2026-03-31	$16,817,283	55,598	-4.8%	Shares	Sole	2026-05-14
2025-12-31	$21,598,420	58,382	-10.7%	Shares	Sole	2026-01-23
2025-09-30	$21,721,603	65,395	-5.9%	Shares	Sole	2025-10-22
2025-06-30	$22,160,816	69,474	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$18,675,836	69,414	-1.0%	Shares	Sole	2025-05-07
2024-12-31	$20,809,134	70,114	-0.7%	Shares	Sole	2025-01-17
2024-09-30	$19,157,568	70,640	+1.5%	Shares	Sole	2024-11-01
2024-06-30	$16,109,396	69,572	+19.9%	Shares	Sole	2024-07-17
2024-03-31	$13,207,841	58,008	+4291.2%	Shares	Sole	2024-04-15
2023-12-31	$247,476	1,321	-3.9%	Shares	Sole	2024-01-11
2021-06-30	$227,191	1,375	-15.6%	Shares	Sole	2021-07-29
2021-03-31	$230,547	1,630	-12.2%	Shares	Sole	2021-04-19
2020-12-31	$224,408	1,856	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.