JACKSON THORNTON WEALTH MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 1903880 MONTGOMERY, AL

Position in AXP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$233,054

-$67,610 QoQ

Shares Held

689

-30.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,562

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $2,737,900 across 6 Credit Services names. AXP ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,426	$832,335
2	COF	Capital One Financial Corp	3,018	$605,470
3	MA	Mastercard Inc	1,091	$560,337
4	OMF	OneMain Holdings, Inc.	4,980	$303,630
5	AXP	American Express Co This page	689	$233,054
6	PYPL	PayPal Holdings, Inc.	4,703	$203,074

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,054	689	-30.7%	Shares	Other	2026-08-06
2026-03-31	$300,664	994	+62.4%	Shares	Other	2026-04-29
2025-12-31	$226,409	612	—	Shares	Other	2026-01-22
No filing history on record for this holder in this stock.