PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in AXP — American Express Co
CIK 2145782
WALTHAM, MA
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$116,696
+$25,045 QoQ
Shares Held
345
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,768
of 2,990 holders
Holding Since
Mar 2025
6 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,132,858 across 6 Credit Services names. AXP ranks #3 (10.3% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,696 | 345 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $91,651 | 303 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $93,227 | 252 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $80,050 | 241 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $73,365 | 230 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $61,881 | 230 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||