FLAGSHIP WEALTH ADVISORS, LLC

Position in AXP — American Express Co

CIK 2036117 WAKEFIELD, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$329,793

+$175,226 QoQ

Shares Held

975

+90.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,321

of 2,998 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP WEALTH ADVISORS, LLC holds $2,193,138 across 6 Credit Services names. AXP ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	1,991	$1,022,577
2	V	Visa Inc.	1,700	$583,253
3	AXP	American Express Co This page	975	$329,793
4	COF	Capital One Financial Corp	1,183	$237,333
5	SYF	Synchrony Financial	237	$18,023
6	PYPL	PayPal Holdings, Inc.	50	$2,159

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,793	975	+90.8%	Shares	Sole	2026-07-27
2026-03-31	$154,567	511	-48.6%	Shares	Sole	2026-06-01
2025-12-31	$368,100	995	+87.4%	Shares	Sole	2026-02-11
2025-09-30	$176,376	531	-48.7%	Shares	Sole	2025-10-30
2025-06-30	$330,463	1,036	0.0%	Shares	Sole	2025-08-07
2025-03-31	$278,735	1,036	0.0%	Shares	Sole	2025-05-12
2024-12-31	$307,474	1,036	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.