Synergy Investment Management, LLC
Position in AXP — American Express Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,324
+$20,510 QoQ
Shares Held
66
+1000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,893
of 2,990 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $793,884 across 10 Credit Services names. AXP ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
988 | $338,971 | |
| 2 | MA |
Mastercard Inc
|
494 | $253,717 | |
| 3 | COF |
Capital One Financial Corp
|
740 | $148,458 | |
| 4 | AXP |
American Express Co
This page
|
66 | $22,324 | |
| 5 | SYF |
Synchrony Financial
|
240 | $18,252 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
500 | $8,965 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
8 | $1,594 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
22 | $949 |
All Filings in AXP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,324 | 66 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,814 | 6 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||