LAZARI CAPITAL MANAGEMENT, INC.
Position in AXP — American Express Co
CIK 1986389
WOODLAND HILLS, CA
Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,628,335
+$272,015 QoQ
Shares Held
4,814
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,297
of 2,990 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $4,652,655 across 4 Credit Services names. AXP ranks #2 (35.0% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,628,335 | 4,814 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,356,320 | 4,484 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,487,199 | 4,020 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,331,297 | 4,008 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,278,471 | 4,008 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,091,804 | 4,058 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,070,224 | 3,606 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $970,353 | 3,578 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $843,536 | 3,643 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $803,745 | 3,530 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $680,044 | 3,630 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $586,316 | 3,930 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $677,638 | 3,890 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||