Pines Wealth Management, LLC

Position in AXP — American Express Co

CIK 2037426 SOUTHERN PINES, NC

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$458,328

-$7,188 QoQ

Shares Held

1,355

-12.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,077

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pines Wealth Management, LLC holds $3,607,269 across 4 Credit Services names. AXP ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,978	$2,050,992
2	MA	Mastercard Inc	1,628	$836,140
3	AXP	American Express Co This page	1,355	$458,328
4	COF	Capital One Financial Corp	1,305	$261,809

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,328	1,355	-12.0%	Shares	Sole	2026-07-22
2026-03-31	$465,516	1,539	-15.4%	Shares	Sole	2026-04-08
2025-12-31	$672,939	1,819	-7.8%	Shares	Sole	2026-02-02
2025-09-30	$655,351	1,973	+10.5%	Shares	Sole	2025-11-03
2025-06-30	$569,379	1,785	-6.8%	Shares	Sole	2025-07-09
2025-03-31	$515,230	1,915	-5.4%	Shares	Sole	2025-04-11
2024-12-31	$600,999	2,025	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.