Catherine Avery Investment Management LLC
Position in AXP — American Express Co
CIK 2103454
LONGBOAT KEY, FL
Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$169,125
+$17,885 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,724
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $239,087 across 3 Credit Services names. AXP ranks #1 (70.7% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,125 | 500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $151,240 | 500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,472 | 550 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $182,688 | 550 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $223,286 | 700 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $188,335 | 700 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $207,753 | 700 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||