Financial Security Advisor, Inc.
Position in AXP — American Express Co
CIK 1997602
VIRGINIA BEACH, VA
Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,532,816
+$168,330 QoQ
Shares Held
7,488
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,093
of 2,990 holders
Holding Since
Sep 2023
12 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, 2026Financial Security Advisor, Inc. holds $3,905,640 across 4 Credit Services names. AXP ranks #1 (64.9% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,532,816 | 7,488 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,364,486 | 7,817 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,073,914 | 8,309 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,002,062 | 9,038 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,014,361 | 9,450 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,562,701 | 9,525 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,838,202 | 9,563 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,618,436 | 9,655 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,271,273 | 9,809 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,239,558 | 9,836 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,859,536 | 9,926 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,476,831 | 9,899 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||