Glass Jacobson Investment Advisors llc
Position in AXP — American Express Co
CIK 1964394
OWINGS MILLS, MD
Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$338,250
+$35,770 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,295
of 2,990 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $559,379 across 5 Credit Services names. AXP ranks #1 (60.5% of the industry book) .
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,250 | 1,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $302,480 | 1,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $369,950 | 1,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $332,160 | 1,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $318,980 | 1,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $291,919 | 1,085 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $322,017 | 1,085 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $294,252 | 1,085 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $251,231 | 1,085 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $247,043 | 1,085 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $203,263 | 1,085 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $177,834 | 1,192 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $207,646 | 1,192 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $160,308 | 1,085 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||