MEANS INVESTMENT CO., INC.

Position in AXP — American Express Co

CIK 701516 BANGOR, ME

Back to AXP Full portfolio

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$390,678

+$42,524 QoQ

Shares Held

1,155

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,188

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Dec 31, 2021

CallValue

$16,360

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $8,184,314 across 5 Credit Services names. AXP ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,035	$5,844,538
2	SOFI	SoFi Technologies, Inc.	51,378	$921,207
3	MA	Mastercard Inc	1,533	$787,348
4	AXP	American Express Co This page	1,155	$390,678
5	COF	Capital One Financial Corp	1,199	$240,543

All Filings in AXP

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,678	1,155	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$348,154	1,151	-2.5%	Shares	Sole	2026-04-24
2025-12-31	$436,541	1,180	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$391,616	1,179	-1.2%	Shares	Sole	2025-11-06
2025-06-30	$380,543	1,193	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$320,707	1,192	-27.4%	Shares	Sole	2025-04-21
2024-12-31	$487,329	1,642	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$445,039	1,641	-4.3%	Shares	Sole	2024-10-18
2024-06-30	$396,876	1,714	-2.7%	Shares	Sole	2024-07-19
2024-03-31	$401,189	1,762	-15.9%	Shares	Sole	2024-04-17
2023-12-31	$392,289	2,094	-3.7%	Shares	Sole	2024-01-25
2023-09-30	$324,488	2,175	-11.0%	Shares	Sole	2023-10-25
2023-06-30	$425,919	2,445	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$402,642	2,441	+0.1%	Shares	Sole	2023-05-08
2022-12-31	$360,362	2,439	-0.8%	Shares	Sole	2023-01-27
2022-09-30	$331,608	2,458	+0.1%	Shares	Sole	2022-10-17
2022-06-30	$340,312	2,455	-4.8%	Shares	Sole	2022-07-21
2022-03-31	$482,460	2,580	+5.0%	Shares	Sole	2022-04-26
2021-12-31	$401,801	2,456	+2.2%	Shares	Sole	2022-02-14
2021-12-31	$16,360	100	—	Call	Sole	2022-02-14
2021-09-30	$402,574	2,403	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$396,717	2,401	-0.7%	Shares	Sole	2021-08-10
2021-03-31	$342,143	2,419	0.0%	Shares	Sole	2021-04-05
2020-12-31	$292,481	2,419	+0.3%	Shares	Sole	2021-02-12
2020-09-30	$241,803	2,412	0.0%	Shares	Sole	2020-11-09
2020-06-30	$229,622	2,412	-5.0%	Shares	Sole	2020-08-13
2020-03-31	$217,278	2,538	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.