Forum Financial Management, LP

Position in AXP — American Express Co

CIK 1911832 LOMBARD, IL

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$936,952

+$125,701 QoQ

Shares Held

2,770

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,601

of 2,990 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $4,306,427 across 5 Credit Services names. AXP ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	6,395	$1,282,964
2	V	Visa Inc.	3,547	$1,216,940
3	AXP	American Express Co This page	2,770	$936,952
4	MA	Mastercard Inc	1,228	$630,700
5	PYPL	PayPal Holdings, Inc.	5,532	$238,871

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$936,952	2,770	+3.3%	Shares	Sole	2026-07-23
2026-03-31	$811,251	2,682	-66.7%	Shares	Sole	2026-04-23
2025-12-31	$2,976,617	8,046	-0.5%	Shares	Sole	2026-01-27
2025-09-30	$2,686,842	8,089	+1.8%	Shares	Sole	2025-10-24
2025-06-30	$2,533,977	7,944	+19.5%	Shares	Sole	2025-07-30
2025-03-31	$1,788,644	6,648	+0.9%	Shares	Sole	2025-05-02
2024-09-30	$1,787,479	6,591	+0.0%	Shares	Sole	2024-10-29
2024-06-30	$1,525,914	6,590	-5.2%	Shares	Sole	2024-07-30
2024-03-31	$1,582,900	6,952	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,302,387	6,952	-3.2%	Shares	Sole	2024-02-07
2023-09-30	$1,071,035	7,179	+20.1%	Shares	Sole	2023-11-06
2023-06-30	$1,041,367	5,978	+8.8%	Shares	Sole	2023-07-26
2023-03-31	$906,400	5,495	-1.7%	Shares	Sole	2023-04-19
2022-12-31	$825,627	5,588	+1.9%	Shares	Sole	2023-01-24
2022-09-30	$739,981	5,485	+1.3%	Shares	Sole	2022-11-07
2022-06-30	$750,627	5,415	+5.9%	Shares	Sole	2022-08-15
2022-03-31	$956,505	5,115	-4.4%	Shares	Sole	2022-05-16
2021-12-31	$875,260	5,350	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.