Buck Wealth Strategies, LLC

Position in AXP — American Express Co

CIK 1973259 DENVER, CO

Position in AXP

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

Position Value

$98,092

-$108,926 QoQ

Shares Held

290

-55.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,779

of 2,988 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $27,560,397 across 6 Credit Services names. AXP ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	42,756	$14,669,156
2	PYPL	PayPal Holdings, Inc.	286,233	$12,359,540
3	MA	Mastercard Inc	820	$421,152
4	AXP	American Express Co This page	290	$98,092
5	COF	Capital One Financial Corp	53	$10,632
6	SYF	Synchrony Financial	24	$1,825

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,092	290	-55.3%	Shares	Sole	2026-07-30
2025-06-30	$207,018	649	+2063.3%	Shares	Sole	2025-08-04
2023-09-30	$4,475	30	0.0%	Shares	Sole	2023-11-06
2023-06-30	$5,226	30	0.0%	Shares	Sole	2023-11-06
2023-03-31	$4,948	30	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.