Western Pacific Wealth Management, LP
Position in AXP — American Express Co
CIK 1907320
Lake Forest, IL
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$214,450
+$22,678 QoQ
Shares Held
634
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,641
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026Western Pacific Wealth Management, LP holds $1,921,776 across 4 Credit Services names. AXP ranks #4 (11.2% of the industry book) .
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,450 | 634 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $191,772 | 634 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $234,548 | 634 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $210,589 | 634 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $202,233 | 634 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $170,577 | 634 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $188,164 | 634 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $171,940 | 634 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $146,802 | 634 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $144,355 | 634 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $118,773 | 634 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||