Lewis Asset Management, LLC

Position in AXP — American Express Co

CIK 2004520 LAFAYETTE, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,359,765

+$420,263 QoQ

Shares Held

4,020

+29.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,402

of 2,990 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lewis Asset Management, LLC holds $5,978,355 across 5 Credit Services names. AXP ranks #3 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	9,314	$1,868,574
2	V	Visa Inc.	5,300	$1,818,377
3	AXP	American Express Co This page	4,020	$1,359,765
4	MA	Mastercard Inc	1,011	$519,249
5	SOFI	SoFi Technologies, Inc.	23,000	$412,390

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,359,765	4,020	+29.4%	Shares	Sole	2026-07-21
2026-03-31	$939,502	3,106	-1.4%	Shares	Sole	2026-04-21
2025-12-31	$1,164,972	3,149	-6.4%	Shares	Sole	2026-01-15
2025-09-30	$1,118,050	3,366	-2.8%	Shares	Sole	2025-10-20
2025-06-30	$1,104,946	3,464	+19.3%	Shares	Sole	2025-07-14
2025-03-31	$781,321	2,904	-3.7%	Shares	Sole	2025-05-05
2024-12-31	$895,415	3,017	-7.1%	Shares	Sole	2025-01-23
2024-09-30	$881,128	3,249	+21.7%	Shares	Sole	2024-10-31
2024-06-30	$618,006	2,669	+3.5%	Shares	Sole	2024-07-30
2024-03-31	$587,212	2,579	+5.9%	Shares	Sole	2024-05-01
2023-12-31	$456,172	2,435	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.