TRILLIUM ASSET MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 884541 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$605,805

+$44,403 QoQ

Shares Held

1,791

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,877

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRILLIUM ASSET MANAGEMENT, LLC holds $92,523,545 across 5 Credit Services names. AXP ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	114,606	$58,861,641
2	V	Visa Inc.	81,502	$27,962,521
3	ALLY	Ally Financial Inc.	106,333	$4,886,001
4	AXP	American Express Co This page	1,791	$605,805
5	CACC	Credit Acceptance Corp	326	$207,577

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,805	1,791	-3.5%	Shares	Defined	2026-08-11
2026-03-31	$561,402	1,856	-5.5%	Shares	Defined	2026-05-11
2025-12-31	$726,581	1,964	-18.3%	Shares	Defined	2026-02-13
2025-09-30	$798,512	2,404	-8.7%	Shares	Defined	2025-11-14
2025-06-30	$839,874	2,633	+12.1%	Shares	Defined	2025-08-06
2025-03-31	$631,998	2,349	-4.1%	Shares	Defined	2025-05-13
2024-12-31	$726,838	2,449	+1.4%	Shares	Defined	2025-02-11
2024-09-30	$654,676	2,414	0.0%	Shares	Defined	2024-11-07
2024-06-30	$558,961	2,414	-3.5%	Shares	Defined	2024-08-08
2024-03-31	$569,452	2,501	-42.7%	Shares	Defined	2024-05-09
2023-12-31	$817,551	4,364	+20.9%	Shares	Defined	2024-02-08
2023-09-30	$538,725	3,611	+2.4%	Shares	Defined	2023-11-08
2023-06-30	$614,229	3,526	+8.7%	Shares	Defined	2023-08-10
2023-03-31	$534,932	3,243	-2.2%	Shares	Defined	2023-05-09
2022-12-31	$490,086	3,317	-5.9%	Shares	Defined	2023-02-08
2022-09-30	$475,557	3,525	-17.0%	Shares	Defined	2022-11-09
2022-06-30	$588,719	4,247	+1.1%	Shares	Defined	2022-08-08
2022-03-31	$785,774	4,202	-22.0%	Shares	Defined	2022-05-04
2021-12-31	$881,149	5,386	+28.2%	Shares	Defined	2022-02-08
2021-09-30	$703,961	4,202	-0.1%	Shares	Defined	2021-11-12
2021-06-30	$695,287	4,208	+137.5%	Shares	Defined	2021-11-12
2021-03-31	$250,631	1,772	-1.1%	Shares	Defined	2021-05-10
2020-12-31	$216,549	1,791	-58.4%	Shares	Defined	2021-02-12
2020-09-30	$431,375	4,303	+84.8%	Shares	Sole	2020-11-09
2020-06-30	$221,720	2,329	-0.4%	Shares	Sole	2020-08-06
2020-03-31	$200,156	2,338	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.