Zullo Investment Group, Inc.

Position in AXP — American Express Co

CIK 1909760 SCRANTON, PA

Position in AXP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$564,877

+$52,476 QoQ

Shares Held

1,670

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,935

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Financial Services · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $3,662,325 across 3 Credit Services names. AXP ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,338	$2,517,594
2	MA	Mastercard Inc	1,129	$579,854
3	AXP	American Express Co This page	1,670	$564,877

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,877	1,670	-1.4%	Shares	Sole	2026-07-31
2026-03-31	$512,401	1,694	-1.5%	Shares	Sole	2026-04-15
2025-12-31	$636,314	1,720	-8.6%	Shares	Sole	2026-01-26
2025-09-30	$625,125	1,882	-0.3%	Shares	Sole	2025-10-23
2025-06-30	$602,234	1,888	-45.7%	Shares	Sole	2025-07-24
2025-03-31	$934,679	3,474	+2.3%	Shares	Sole	2025-05-01
2024-12-31	$1,008,195	3,397	+4.0%	Shares	Sole	2025-02-03
2024-09-30	$886,010	3,267	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$751,842	3,247	+5.1%	Shares	Sole	2024-08-13
2024-03-31	$703,562	3,090	+2.6%	Shares	Sole	2024-04-24
2023-12-31	$564,455	3,013	+3.7%	Shares	Sole	2024-01-19
2023-09-30	$433,546	2,906	+12.2%	Shares	Sole	2023-10-19
2023-06-30	$451,003	2,589	+2.4%	Shares	Sole	2023-07-19
2023-03-31	$416,993	2,528	+1.6%	Shares	Sole	2023-04-25
2022-12-31	$367,602	2,488	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$334,306	2,478	+0.6%	Shares	Sole	2022-11-08
2022-06-30	$341,421	2,463	+1.4%	Shares	Sole	2022-08-11
2022-03-31	$454,036	2,428	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$397,711	2,431	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.