Mowery & Schoenfeld Wealth Management, LLC
Position in AXP — American Express Co
CIK 2019946
LINCOLNSHIRE, IL
Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$296,645
+$31,371 QoQ
Shares Held
877
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,383
of 2,988 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $1,063,096 across 8 Credit Services names. AXP ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,913 | $656,331 | |
| 2 | AXP |
American Express Co
This page
|
877 | $296,645 | |
| 3 | COF |
Capital One Financial Corp
|
286 | $57,377 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
625 | $26,987 | |
| 5 | SYF |
Synchrony Financial
|
231 | $17,567 | |
| 6 | MA |
Mastercard Inc
|
10 | $5,136 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
28 | $3,033 | |
| 8 | KLAR |
Klarna Group plc
|
1 | $20 |
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,645 | 877 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $265,274 | 877 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $327,035 | 884 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $291,304 | 877 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $28,070 | 88 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,676 | 88 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $26,117 | 88 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $46,104 | 170 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||