Allen Mooney & Barnes Investment Advisors LLC

Position in AXP — American Express Co

CIK 2001461 Thomasville, GA

Position in AXP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$16,684,519

+$1,147,332 QoQ

Shares Held

49,326

-4.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.88%

of 13F equity value

Holder Rank

#448

of 2,990 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $23,448,108 across 3 Credit Services names. AXP ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	49,326	$16,684,519
2	V	Visa Inc.	17,504	$6,005,447
3	COF	Capital One Financial Corp	3,779	$758,142

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,684,519	49,326	-4.0%	Shares	Sole	2026-07-13
2026-03-31	$15,537,187	51,366	+1.9%	Shares	Sole	2026-04-13
2025-12-31	$18,649,919	50,412	+0.3%	Shares	Sole	2026-01-21
2025-09-30	$16,688,714	50,243	-24.5%	Shares	Sole	2025-10-15
2025-06-30	$21,239,921	66,587	-0.7%	Shares	Sole	2025-07-08
2025-03-31	$18,039,802	67,050	-2.3%	Shares	Sole	2025-04-16
2024-12-31	$20,375,523	68,653	-3.1%	Shares	Sole	2025-01-14
2024-09-30	$19,219,401	70,868	-2.7%	Shares	Sole	2024-10-15
2024-06-30	$16,868,649	72,851	+1.0%	Shares	Sole	2024-07-12
2024-03-31	$16,422,824	72,128	-0.2%	Shares	Sole	2024-04-12
2023-12-31	$13,533,441	72,240	+0.8%	Shares	Sole	2024-01-22
2023-09-30	$10,692,148	71,668	+6.0%	Shares	Sole	2023-11-21
2023-06-30	$11,773,829	67,588	-0.3%	Shares	Sole	2024-05-23
2023-03-31	$11,184,269	67,804	+2.8%	Shares	Sole	2024-05-23
2022-12-31	$9,741,305	65,931	+1.3%	Shares	Sole	2024-05-23
2022-09-30	$8,778,458	65,069	+1.5%	Shares	Sole	2024-05-23
2022-06-30	$8,889,146	64,126	+6.4%	Shares	Sole	2024-05-23
2022-03-31	$11,271,986	60,278	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.