Goldstone Financial Group, LLC
Position in AXP — American Express Co
CIK 2040021
OAKBROOK TERRACE, IL
Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$268,232
+$35,020 QoQ
Shares Held
793
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,461
of 2,998 holders
Holding Since
Jun 2025
4 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, 2026Goldstone Financial Group, LLC holds $3,376,100 across 4 Credit Services names. AXP ranks #3 (7.9% of the industry book) .
All Filings in AXP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,232 | 793 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $233,212 | 771 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $300,769 | 813 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $203,828 | 639 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||