NORTHCAPE WEALTH MANAGEMENT, LLC
Position in AXP — American Express Co
CIK 1902806
WILLIAMSVILLE, NY
Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,869,507
+$197,701 QoQ
Shares Held
5,527
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,221
of 2,990 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $8,959,460 across 4 Credit Services names. AXP ranks #2 (20.9% of the industry book) .
All Filings in AXP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,869,507 | 5,527 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,671,806 | 5,527 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,044,713 | 5,527 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,835,848 | 5,527 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,763,002 | 5,527 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,487,039 | 5,527 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,656,088 | 5,580 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,513,296 | 5,580 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,292,049 | 5,580 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,270,510 | 5,580 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,045,357 | 5,580 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $844,266 | 5,659 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $985,797 | 5,659 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $933,452 | 5,659 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $669,018 | 4,959 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $693,100 | 5,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $935,000 | 5,000 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $818,000 | 5,000 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||