Private Wealth Management Group, LLC
Position in AXP — American Express Co
CIK 2011342
PRINCETON, NJ
Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$167,095
+$78,166 QoQ
Shares Held
494
+68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,725
of 2,990 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Private Wealth Management Group, LLC holds $872,318 across 16 Credit Services names. AXP ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
888 | $304,663 | |
| 2 | MA |
Mastercard Inc
|
367 | $188,491 | |
| 3 | AXP |
American Express Co
This page
|
494 | $167,095 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,502 | $64,856 | |
| 5 | COF |
Capital One Financial Corp
|
257 | $51,559 | |
| 6 | ENVA |
Enova International, Inc.
|
96 | $23,110 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
252 | $20,550 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
84 | $18,170 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,095 | 494 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $88,929 | 294 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $105,065 | 284 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $94,333 | 284 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $90,590 | 284 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $82,329 | 306 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $91,411 | 308 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $84,343 | 311 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $74,559 | 322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $73,088 | 321 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $60,136 | 321 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||