FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in AXP — American Express Co
CIK 2020280
Boca Raton, FL
Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,343,468
+$655,935 QoQ
Shares Held
12,841
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#854
of 2,990 holders
Holding Since
Dec 2023
10 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $9,455,407 across 4 Credit Services names. AXP ranks #1 (45.9% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,343,468 | 12,841 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,687,533 | 12,191 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,299,954 | 8,920 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,974,824 | 8,956 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,719,623 | 8,526 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,331,318 | 8,665 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $2,261,808 | 8,340 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,980,678 | 8,554 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,014,145 | 8,846 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,444,953 | 7,713 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||