Buttonwood Financial Advisors Inc.

Position in AXP — American Express Co

CIK 1904033 BALTIMORE, MD

Position in AXP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,734,413

+$283,721 QoQ

Shares Held

8,084

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#1,054

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Buttonwood Financial Advisors Inc. holds $9,516,564 across 5 Credit Services names. AXP ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,501	$4,975,148
2	AXP	American Express Co This page	8,084	$2,734,413
3	MA	Mastercard Inc	2,480	$1,273,728
4	COF	Capital One Financial Corp	1,441	$289,093
5	PYPL	PayPal Holdings, Inc.	5,655	$244,182

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,734,413	8,084	-0.2%	Shares	Sole	2026-07-13
2026-03-31	$2,450,692	8,102	-3.9%	Shares	Sole	2026-04-21
2025-12-31	$3,120,528	8,435	-2.9%	Shares	Sole	2026-02-04
2025-09-30	$2,884,477	8,684	-8.0%	Shares	Sole	2025-10-21
2025-06-30	$3,011,171	9,440	-4.0%	Shares	Sole	2025-07-15
2025-03-31	$2,645,568	9,833	-1.8%	Shares	Sole	2025-04-25
2024-12-31	$2,972,055	10,014	-3.6%	Shares	Sole	2025-01-22
2024-09-30	$2,815,869	10,383	-2.2%	Shares	Sole	2024-10-28
2024-06-30	$2,457,671	10,614	-3.4%	Shares	Sole	2024-08-08
2024-03-31	$2,500,946	10,984	-0.6%	Shares	Sole	2024-04-24
2023-12-31	$2,069,732	11,048	-2.0%	Shares	Sole	2024-01-22
2023-09-30	$1,681,371	11,270	-0.6%	Shares	Sole	2023-10-16
2023-06-30	$1,974,557	11,335	-0.4%	Shares	Sole	2023-07-10
2023-03-31	$1,876,801	11,378	-4.0%	Shares	Sole	2023-04-10
2022-12-31	$1,751,576	11,855	-1.0%	Shares	Sole	2023-01-13
2022-09-30	$1,614,737	11,969	-0.4%	Shares	Sole	2022-10-14
2022-06-30	$1,666,073	12,019	-1.6%	Shares	Sole	2022-07-07
2022-03-31	$2,283,270	12,210	-1.9%	Shares	Sole	2022-04-18
2021-12-31	$2,036,656	12,449	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.