Bullock Wealth Management Group

Position in AXP — American Express Co

CIK 2067581 BLOOMINGTON, IN

Position in AXP

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$222,906

New position

Shares Held

659

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,597

of 2,990 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bullock Wealth Management Group holds $1,393,717 across 5 Credit Services names. AXP ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,288	$1,128,079
2	AXP	American Express Co This page	659	$222,906
3	ALLY	Ally Financial Inc.	613	$28,167
4	PYPL	PayPal Holdings, Inc.	184	$7,945
5	COF	Capital One Financial Corp	33	$6,620

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,906	659	—	Shares	Sole	2026-08-19
No filing history on record for this holder in this stock.