Marshall & Sterling Wealth Advisors Inc.
Position in AXP — American Express Co
CIK 2056315
POUGHKEEPSIE, NY
Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$622,380
+$150,814 QoQ
Shares Held
1,840
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#1,861
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $622,811 across 2 Credit Services names. AXP ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
1,840 | $622,380 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
10 | $431 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,380 | 1,840 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $471,566 | 1,559 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $666,649 | 1,802 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $617,469 | 1,859 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $622,954 | 1,953 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $513,874 | 1,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $621,478 | 2,094 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||