Richwood Investment Advisors, LLC

Position in AXP — American Express Co

CIK 1911900 Cincinnati, OH

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,107,768

+$165,846 QoQ

Shares Held

3,275

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#1,527

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Richwood Investment Advisors, LLC holds $7,373,608 across 4 Credit Services names. AXP ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,231	$3,510,153
2	MA	Mastercard Inc	3,985	$2,046,696
3	AXP	American Express Co This page	3,275	$1,107,768
4	COF	Capital One Financial Corp	3,534	$708,991

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,107,768	3,275	+5.2%	Shares	Sole	2026-07-29
2026-03-31	$941,922	3,114	-3.2%	Shares	Sole	2026-05-15
2025-12-31	$1,189,759	3,216	-2.3%	Shares	Sole	2026-02-12
2025-09-30	$1,093,138	3,291	-0.0%	Shares	Sole	2025-10-16
2025-06-30	$1,050,082	3,292	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$885,443	3,291	-3.2%	Shares	Sole	2025-05-15
2024-12-31	$1,009,382	3,401	+2.4%	Shares	Sole	2025-02-11
2024-09-30	$900,655	3,321	-2.6%	Shares	Sole	2024-10-15
2024-06-30	$789,817	3,411	+0.0%	Shares	Sole	2024-07-26
2024-03-31	$776,422	3,410	-0.0%	Shares	Sole	2024-05-13
2023-12-31	$639,016	3,411	-1.2%	Shares	Sole	2024-02-09
2023-09-30	$514,854	3,451	-1.3%	Shares	Sole	2023-10-30
2023-06-30	$609,351	3,498	-1.8%	Shares	Sole	2023-07-21
2023-03-31	$587,551	3,562	-0.0%	Shares	Sole	2023-04-19
2022-12-31	$526,433	3,563	-0.7%	Shares	Sole	2023-02-08
2022-09-30	$483,922	3,587	-5.7%	Shares	Sole	2022-10-27
2022-06-30	$527,033	3,802	+3.3%	Shares	Sole	2022-07-22
2022-03-31	$688,534	3,682	+3.2%	Shares	Sole	2022-04-28
2021-12-31	$583,561	3,567	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.