Commonwealth Retirement Investments LLC

Pension

Position in AXP — American Express Co

CIK 1963787 RICHMOND, VA

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$116,696

+$29,388 QoQ

Shares Held

345

+46.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,767

of 2,990 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Commonwealth Retirement Investments LLC holds $10,621,515 across 4 Credit Services names. AXP ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,747	$6,088,818
2	MA	Mastercard Inc	8,379	$4,303,454
3	AXP	American Express Co This page	345	$116,696
4	COF	Capital One Financial Corp	561	$112,547

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,696	345	+46.2%	Shares	Sole	2026-08-03
2025-12-31	$87,308	236	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.