BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in AXP — American Express Co

CIK 911274 CANTON, OH

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,155,534

+$212,404 QoQ

Shares Held

9,329

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#989

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

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $41,157,272 across 6 Credit Services names. AXP ranks #2 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	66,426	$34,116,393
2	AXP	American Express Co This page	9,329	$3,155,534
3	V	Visa Inc.	4,731	$1,623,158
4	SYF	Synchrony Financial	14,057	$1,069,034
5	COF	Capital One Financial Corp	4,856	$974,210
6	OMF	OneMain Holdings, Inc.	3,591	$218,943

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,155,534	9,329	-4.1%	Shares	Sole	2026-07-29
2026-03-31	$2,943,130	9,730	-29.9%	Shares	Sole	2026-04-16
2025-12-31	$5,138,235	13,889	-6.2%	Shares	Sole	2026-02-05
2025-09-30	$4,915,968	14,800	-2.6%	Shares	Sole	2025-11-13
2025-06-30	$4,849,133	15,202	+4.1%	Shares	Sole	2025-08-07
2025-03-31	$3,929,475	14,605	-1.4%	Shares	Sole	2025-04-08
2024-12-31	$4,394,272	14,806	-2.7%	Shares	Sole	2025-01-28
2024-09-30	$4,124,952	15,210	-1.1%	Shares	Sole	2024-10-22
2024-06-30	$3,559,618	15,373	-0.5%	Shares	Sole	2024-07-03
2024-03-31	$3,518,493	15,453	-0.5%	Shares	Sole	2024-04-08
2023-12-31	$2,910,139	15,534	-1.3%	Shares	Sole	2024-01-09
2023-09-30	$2,349,145	15,746	0.0%	Shares	Sole	2023-10-10
2023-06-30	$2,742,953	15,746	-1.2%	Shares	Sole	2023-07-11
2023-03-31	$2,630,127	15,945	-3.0%	Shares	Sole	2023-04-11
2022-12-31	$2,429,010	16,440	-1.5%	Shares	Sole	2023-01-17
2022-09-30	$2,251,378	16,688	-1.8%	Shares	Sole	2022-10-06
2022-06-30	$2,356,124	16,997	-2.2%	Shares	Sole	2022-07-11
2022-03-31	$3,251,369	17,387	-1.4%	Shares	Sole	2022-04-12
2021-12-31	$2,885,413	17,637	-3.6%	Shares	Sole	2022-01-10
2021-09-30	$3,064,458	18,292	-1.4%	Shares	Sole	2021-10-08
2021-06-30	$3,064,686	18,548	-0.2%	Shares	Sole	2021-07-08
2021-03-31	$2,628,662	18,585	-0.5%	Shares	Sole	2021-04-23
2020-12-31	$2,257,994	18,675	+0.2%	Shares	Sole	2021-01-20
2020-09-30	$1,868,660	18,640	+0.1%	Shares	Sole	2020-10-08
2020-06-30	$1,773,480	18,629	+10.7%	Shares	Sole	2020-07-17
2020-03-31	$1,440,217	16,823	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.