LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in AXP — American Express Co

CIK 932974 BOSTON, MA

Position in AXP

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

Position Value

$1,906,038

+$212,150 QoQ

Shares Held

5,635

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,214

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $921,832,259 across 5 Credit Services names. AXP ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	1,379,579	$708,551,772
2	V	Visa Inc.	606,481	$208,077,564
3	COF	Capital One Financial Corp	14,050	$2,818,711
4	AXP	American Express Co This page	5,635	$1,906,038
5	PYPL	PayPal Holdings, Inc.	11,074	$478,174

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,906,038	5,635	+0.6%	Shares	Sole	2026-07-30
2026-03-31	$1,693,888	5,600	+3.9%	Shares	Sole	2026-04-13
2025-12-31	$1,994,770	5,392	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$1,782,370	5,366	-0.3%	Shares	Sole	2025-10-24
2025-06-30	$1,716,431	5,381	-0.5%	Shares	Sole	2025-07-30
2025-03-31	$1,455,022	5,408	-12.3%	Shares	Sole	2025-04-24
2024-12-31	$1,829,413	6,164	-9.2%	Shares	Sole	2025-01-28
2024-09-30	$1,841,448	6,790	+3.5%	Shares	Sole	2024-10-25
2024-06-30	$1,519,199	6,561	+13.9%	Shares	Sole	2024-07-17
2024-03-31	$1,311,722	5,761	+0.2%	Shares	Sole	2024-04-23
2023-12-31	$1,076,642	5,747	-0.6%	Shares	Sole	2024-02-01
2023-09-30	$862,169	5,779	0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,006,701	5,779	-7.5%	Shares	Sole	2023-08-01
2023-03-31	$1,030,772	6,249	-0.0%	Shares	Sole	2023-05-02
2022-12-31	$923,585	6,251	-7.5%	Shares	Sole	2023-03-02
2022-09-30	$911,856	6,759	-20.7%	Shares	Sole	2022-10-25
2022-06-30	$1,181,181	8,521	-3.6%	Shares	Sole	2022-07-26
2022-03-31	$1,652,893	8,839	-2.3%	Shares	Sole	2022-04-13
2021-12-31	$1,480,416	9,049	+2.4%	Shares	Sole	2022-02-14
2021-09-30	$1,480,797	8,839	-11.6%	Shares	Sole	2021-11-12
2021-06-30	$1,652,795	10,003	-6.6%	Shares	Sole	2021-08-13
2021-03-31	$1,514,963	10,711	+5.0%	Shares	Sole	2021-04-14
2020-12-31	$1,233,040	10,198	+4.6%	Shares	Sole	2021-01-14
2020-09-30	$977,237	9,748	0.0%	Shares	Sole	2020-10-15
2020-06-30	$928,009	9,748	0.0%	Shares	Sole	2020-07-30
2020-03-31	$834,526	9,748	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.