Investment Research Partners LLC

Position in AXP — American Express Co

CIK 2069274 LEMONT, PA

Position in AXP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,616,158

+$250,159 QoQ

Shares Held

4,778

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,301

of 2,990 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Investment Research Partners LLC holds $4,465,527 across 4 Credit Services names. AXP ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	4,778	$1,616,158
2	MA	Mastercard Inc	2,376	$1,220,313
3	V	Visa Inc.	3,460	$1,187,091
4	COF	Capital One Financial Corp	2,203	$441,965

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,616,158	4,778	+5.8%	Shares	Sole	2026-08-04
2026-03-31	$1,365,999	4,516	+2.3%	Shares	Sole	2026-04-29
2025-12-31	$1,632,589	4,413	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$1,458,514	4,391	—	Shares	Sole	2025-12-01
No filing history on record for this holder in this stock.