Westmount Partners, LLC

Position in AXP — American Express Co

CIK 2051491 LOS ANGELES, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$731,634

-$345,799 QoQ

Shares Held

2,163

-39.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,752

of 2,990 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $3,971,730 across 4 Credit Services names. AXP ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,515	$2,235,231
2	AXP	American Express Co This page	2,163	$731,634
3	MA	Mastercard Inc	1,343	$689,764
4	SOFI	SoFi Technologies, Inc.	17,574	$315,101

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,634	2,163	-39.3%	Shares	Sole	2026-07-07
2026-03-31	$1,077,433	3,562	+63.0%	Shares	Sole	2026-04-16
2025-12-31	$808,340	2,185	+5.0%	Shares	Sole	2026-01-15
2025-09-30	$691,224	2,081	-32.4%	Shares	Sole	2025-10-14
2025-06-30	$981,501	3,077	-7.4%	Shares	Sole	2025-07-09
2025-03-31	$893,784	3,322	+16.5%	Shares	Sole	2025-05-01
2024-12-31	$846,445	2,852	-7.7%	Shares	Sole	2025-01-13
2024-09-30	$838,279	3,091	-0.7%	Shares	Sole	2025-01-13
2024-06-30	$721,046	3,114	-0.6%	Shares	Sole	2025-01-28
2024-03-31	$713,125	3,132	+0.8%	Shares	Sole	2025-01-28
2023-12-31	$582,252	3,108	+1.3%	Shares	Sole	2025-01-28
2023-09-30	$457,565	3,067	-0.6%	Shares	Sole	2025-01-28
2023-06-30	$537,581	3,086	-0.2%	Shares	Sole	2025-01-28
2023-03-31	$510,190	3,093	+0.2%	Shares	Sole	2025-01-29
2022-12-31	$456,104	3,087	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.