Thrive Wealth Management, LLC

Position in AXP — American Express Co

CIK 1847610 AUDUBON, PA

Position in AXP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$657,219

+$53,167 QoQ

Shares Held

1,943

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,827

of 2,990 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,652,047 across 4 Credit Services names. AXP ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,230	$2,823,630
2	MA	Mastercard Inc	3,552	$1,824,307
3	AXP	American Express Co This page	1,943	$657,219
4	SOFI	SoFi Technologies, Inc.	19,347	$346,891

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$657,219	1,943	-2.7%	Shares	Sole	2026-07-07
2026-03-31	$604,052	1,997	-1.6%	Shares	Sole	2026-04-09
2025-12-31	$750,628	2,029	-0.7%	Shares	Sole	2026-01-12
2025-09-30	$678,935	2,044	+1.6%	Shares	Sole	2025-10-07
2025-06-30	$641,468	2,011	+0.4%	Shares	Sole	2025-07-09
2025-03-31	$538,638	2,002	-3.0%	Shares	Sole	2025-04-10
2024-12-31	$612,277	2,063	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$560,841	2,068	+13.2%	Shares	Sole	2024-10-04
2024-06-30	$423,041	1,827	+1.4%	Shares	Sole	2024-07-12
2024-03-31	$410,297	1,802	+18.3%	Shares	Sole	2024-04-16
2023-12-31	$285,318	1,523	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$227,067	1,522	-5.2%	Shares	Sole	2023-10-13
2023-06-30	$279,765	1,606	+12.0%	Shares	Sole	2023-07-12
2023-03-31	$236,538	1,434	-1.8%	Shares	Sole	2023-04-07
2022-12-31	$215,862	1,461	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.