MJT & Associates Financial Advisory Group, Inc.
Position in AXP — American Express Co
CIK 2065777
MONTEVICEO, MN
Position in AXP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$187,390
+$23,144 QoQ
Shares Held
554
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#2,717
of 2,998 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MJT & Associates Financial Advisory Group, Inc. holds $226,909 across 5 Credit Services names. AXP ranks #1 (82.6% of the industry book) .
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,390 | 554 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $164,246 | 543 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $200,882 | 543 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $180,362 | 543 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $173,206 | 543 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $146,094 | 543 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||