Frederick Financial Consultants, LLC
Position in AXP — American Express Co
CIK 2055328
FREDERICK, MD
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,303
-$59,471 QoQ
Shares Held
604
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,677
of 2,990 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, 2026Frederick Financial Consultants, LLC holds $1,527,102 across 4 Credit Services names. AXP ranks #4 (13.4% 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 | $204,303 | 604 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $263,774 | 713 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $243,141 | 732 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $225,199 | 706 | Shares | Defined | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||