FSM Wealth Advisors, LLC

Position in AXP — American Express Co

CIK 1942548 CLEVELAND, OH

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$791,166

+$186,206 QoQ

Shares Held

2,339

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,702

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $4,330,670 across 4 Credit Services names. AXP ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,357	$2,181,023
2	MA	Mastercard Inc	2,188	$1,123,756
3	AXP	American Express Co This page	2,339	$791,166
4	COF	Capital One Financial Corp	1,170	$234,725

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$791,166	2,339	+17.0%	Shares	Sole	2026-07-15
2026-03-31	$604,960	2,000	-6.1%	Shares	Sole	2026-04-27
2025-12-31	$787,993	2,130	+5.0%	Shares	Sole	2026-01-23
2025-09-30	$673,952	2,029	+18.0%	Shares	Sole	2025-10-17
2025-06-30	$548,645	1,720	+121.1%	Shares	Sole	2025-07-31
2025-03-31	$209,320	778	+12.8%	Shares	Sole	2025-04-28
2024-12-31	$204,785	690	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.