GLOBALT Investments LLC / GA

Position in AXP — American Express Co

CIK 2011891 Atlanta, GA

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,151,946

+$161,628 QoQ

Shares Held

6,362

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,158

of 2,990 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

GLOBALT Investments LLC / GA holds $9,445,203 across 5 Credit Services names. AXP ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,435	$5,981,774
2	AXP	American Express Co This page	6,362	$2,151,946
3	MA	Mastercard Inc	1,521	$781,185
4	COF	Capital One Financial Corp	1,520	$304,942
5	PYPL	PayPal Holdings, Inc.	5,219	$225,356

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,151,946	6,362	-3.3%	Shares	Sole	2026-08-11
2026-03-31	$1,990,318	6,580	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$2,419,103	6,539	-2.0%	Shares	Sole	2026-02-06
2025-09-30	$2,215,507	6,670	-0.6%	Shares	Sole	2025-10-14
2025-06-30	$2,140,355	6,710	-5.2%	Shares	Sole	2025-07-31
2025-03-31	$1,904,066	7,077	-1.7%	Shares	Sole	2025-05-07
2024-12-31	$2,137,778	7,203	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$1,917,112	7,069	-7.6%	Shares	Sole	2024-11-07
2024-06-30	$1,771,589	7,651	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$1,774,843	7,795	-3.5%	Shares	Sole	2024-05-01
2023-12-31	$1,513,145	8,077	—	Shares	Sole	2024-02-20
No filing history on record for this holder in this stock.