CALTON & ASSOCIATES, INC.

Position in AXP — American Express Co

CIK 822648 Tampa, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$583,819

+$62,344 QoQ

Shares Held

1,726

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,906

of 2,990 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $2,844,214 across 5 Credit Services names. AXP ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,490	$854,294
2	COF	Capital One Financial Corp	4,021	$806,693
3	AXP	American Express Co This page	1,726	$583,819
4	SOFI	SoFi Technologies, Inc.	19,280	$345,690
5	MA	Mastercard Inc	494	$253,718

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,819	1,726	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$521,475	1,724	-20.5%	Shares	Sole	2026-05-13
2025-09-30	$720,455	2,169	+2.9%	Shares	Sole	2025-11-07
2025-06-30	$672,409	2,108	+4.4%	Shares	Sole	2025-08-12
2025-03-31	$543,481	2,020	+170.1%	Shares	Sole	2025-05-15
2024-12-31	$221,998	748	-60.9%	Shares	Sole	2025-01-23
2024-09-30	$518,534	1,912	+40.9%	Shares	Sole	2024-10-21
2022-03-31	$253,759	1,357	+1.0%	Shares	Sole	2022-04-26
2021-12-31	$219,714	1,343	-14.9%	Shares	Sole	2022-01-13
2021-09-30	$264,529	1,579	+10.4%	Shares	Sole	2021-11-05
2021-06-30	$236,278	1,430	-3.1%	Shares	Sole	2021-08-11
2021-03-31	$208,624	1,475	—	Shares	Sole	2021-05-03
No filing history on record for this holder in this stock.