MOUNT VERNON ASSOCIATES INC /MD/

Position in AXP — American Express Co

CIK 799003 BALTIMORE, MD

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,094,250

+$367,699 QoQ

Shares Held

18,017

-4.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.51%

of 13F equity value

Holder Rank

#737

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOUNT VERNON ASSOCIATES INC /MD/ holds $9,927,357 across 3 Credit Services names. AXP ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	18,017	$6,094,250
2	AFRM	Affirm Holdings, Inc.	42,575	$3,471,991
3	COF	Capital One Financial Corp	1,800	$361,116

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,094,250	18,017	-4.8%	Shares	Sole	2026-07-24
2026-03-31	$5,726,551	18,932	+1.2%	Shares	Sole	2026-04-28
2025-12-31	$6,918,804	18,702	+0.3%	Shares	Sole	2026-01-22
2025-09-30	$6,195,448	18,652	+0.5%	Shares	Sole	2025-10-24
2025-06-30	$5,922,501	18,567	-0.1%	Shares	Sole	2025-07-22
2025-03-31	$5,000,832	18,587	+1.5%	Shares	Sole	2025-04-23
2024-12-31	$5,436,302	18,317	-0.1%	Shares	Sole	2025-01-14
2024-09-30	$4,974,079	18,341	+1.4%	Shares	Sole	2024-10-15
2024-06-30	$4,188,971	18,091	0.0%	Shares	Sole	2024-07-19
2024-03-31	$4,119,139	18,091	-0.3%	Shares	Sole	2024-04-22
2023-12-31	$3,399,471	18,146	-1.1%	Shares	Sole	2024-01-26
2023-09-30	$2,737,039	18,346	+0.8%	Shares	Sole	2023-10-24
2023-06-30	$3,169,743	18,196	+0.7%	Shares	Sole	2023-07-24
2023-03-31	$2,980,811	18,071	-1.9%	Shares	Sole	2023-04-20
2022-12-31	$2,721,702	18,421	-2.1%	Shares	Sole	2023-01-23
2022-09-30	$2,539,141	18,821	+1.2%	Shares	Sole	2022-10-21
2022-06-30	$2,578,470	18,601	+0.3%	Shares	Sole	2022-07-22
2022-03-31	$3,469,037	18,551	-0.3%	Shares	Sole	2022-04-25
2021-12-31	$3,044,759	18,611	+0.1%	Shares	Sole	2022-01-25
2021-09-30	$3,113,712	18,586	+2.2%	Shares	Sole	2021-10-20
2021-06-30	$3,004,872	18,186	0.0%	Shares	Sole	2021-07-28
2021-03-31	$2,572,227	18,186	-0.3%	Shares	Sole	2021-04-21
2020-12-31	$2,204,914	18,236	0.0%	Shares	Sole	2021-01-25
2020-09-30	$1,828,159	18,236	-0.5%	Shares	Sole	2020-10-23
2020-06-30	$1,745,587	18,336	0.0%	Shares	Sole	2020-07-27
2020-03-31	$1,569,744	18,336	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.