Cerro Pacific Wealth Advisors LLC
Position in AXP — American Express Co
CIK 1842669
San Luis Obispo, CA
Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$389,325
+$78,981 QoQ
Shares Held
1,151
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,193
of 2,990 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $2,769,196 across 4 Credit Services names. AXP ranks #4 (14.1% of the industry book) .
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,325 | 1,151 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $310,344 | 1,026 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $318,157 | 860 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $283,664 | 854 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $280,383 | 879 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $197,482 | 734 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||