Paragon Private Wealth Management, LLC
Position in AXP — American Express Co
CIK 1922684
LEXINGTON, KY
Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,067,045
+$260,030 QoQ
Shares Held
6,111
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,179
of 2,990 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $7,502,380 across 4 Credit Services names. AXP ranks #2 (27.6% of the industry book) .
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,067,045 | 6,111 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,807,015 | 5,974 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $2,263,723 | 6,119 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,933,503 | 5,821 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,766,829 | 5,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,418,161 | 5,271 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,571,799 | 5,296 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,387,459 | 5,116 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,107,272 | 4,782 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,047,146 | 4,599 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $835,161 | 4,458 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $733,119 | 4,914 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,069,413 | 6,139 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,138,155 | 6,900 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $989,629 | 6,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $852,226 | 6,317 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $814,392 | 5,875 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,074,128 | 5,744 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $776,445 | 4,746 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||