Quantum Private Wealth, LLC

Position in AXP — American Express Co

CIK 1929662 TAMPA, FL

Position in AXP

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

Position Value

$740,767

+$78,336 QoQ

Shares Held

2,190

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,745

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quantum Private Wealth, LLC holds $4,502,532 across 4 Credit Services names. AXP ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	4,582	$2,353,315
2	V	Visa Inc.	3,369	$1,155,870
3	AXP	American Express Co This page	2,190	$740,767
4	COF	Capital One Financial Corp	1,259	$252,580

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$740,767	2,190	0.0%	Shares	Sole	2026-07-29
2026-03-31	$662,431	2,190	0.0%	Shares	Sole	2026-04-27
2025-12-31	$810,190	2,190	0.0%	Shares	Sole	2026-02-06
2025-09-30	$727,430	2,190	0.0%	Shares	Sole	2025-11-10
2025-06-30	$698,566	2,190	0.0%	Shares	Sole	2025-08-12
2025-03-31	$589,219	2,190	-2.2%	Shares	Sole	2025-05-13
2024-12-31	$664,809	2,240	0.0%	Shares	Sole	2025-01-30
2024-09-30	$607,488	2,240	0.0%	Shares	Sole	2024-10-31
2024-06-30	$518,672	2,240	0.0%	Shares	Sole	2024-07-17
2024-03-31	$510,025	2,240	0.0%	Shares	Sole	2024-05-07
2023-12-31	$419,641	2,240	0.0%	Shares	Sole	2024-01-30
2023-09-30	$334,185	2,240	0.0%	Shares	Sole	2023-11-02
2023-06-30	$390,208	2,240	0.0%	Shares	Sole	2023-07-27
2023-03-31	$369,488	2,240	0.0%	Shares	Sole	2023-04-19
2022-12-31	$330,960	2,240	0.0%	Shares	Sole	2023-01-20
2022-09-30	$302,198	2,240	0.0%	Shares	Sole	2022-11-01
2022-06-30	$310,508	2,240	0.0%	Shares	Sole	2022-08-17
2022-03-31	$418,880	2,240	0.0%	Shares	Sole	2022-05-27
2021-12-31	$366,464	2,240	—	Shares	Sole	2022-05-26
No filing history on record for this holder in this stock.