Unified Investment Management

Position in AXP — American Express Co

CIK 2054855 Atlanta, GA

Position in AXP

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

Position Value

$812,138

+$75,902 QoQ

Shares Held

2,401

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#1,684

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Unified Investment Management holds $3,713,639 across 4 Credit Services names. AXP ranks #4 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,175	$1,089,310
2	PYPL	PayPal Holdings, Inc.	21,753	$939,294
3	COF	Capital One Financial Corp	4,351	$872,897
4	AXP	American Express Co This page	2,401	$812,138

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$812,138	2,401	-1.4%	Shares	Sole	2026-07-27
2026-03-31	$736,236	2,434	-3.9%	Shares	Sole	2026-04-29
2025-12-31	$936,713	2,532	-1.1%	Shares	Sole	2026-02-09
2025-09-30	$850,661	2,561	-2.6%	Shares	Sole	2025-10-27
2025-06-30	$838,598	2,629	+1.1%	Shares	Sole	2025-07-15
2025-03-31	$699,530	2,600	-12.9%	Shares	Sole	2025-04-25
2024-12-31	$886,214	2,986	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.