Smallwood Wealth Investment Management, LLC
Position in AXP — American Express Co
CIK 1921304
RED BANK, NJ
Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$197,876
+$36,050 QoQ
Shares Held
585
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,711
of 2,998 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $624,000 across 6 Credit Services names. AXP ranks #2 (31.7% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,876 | 585 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $161,826 | 535 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $264,514 | 715 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $237,494 | 715 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $229,027 | 718 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $192,370 | 715 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $212,204 | 715 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||