SEC 13F Intelligence

Ark Wealth Advisors LLC / AXP

Ark Wealth Advisors LLC’s American Express Co Position

Does Ark Wealth Advisors LLC own American Express Co (AXP)? Yes4.7K shares worth $1M (+1.40% of its 13F portfolio) as of Q1 2026, up from 3.9K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
4.7K
% of Portfolio
+1.40%
Quarters Held
2
currently held

Position History AXP

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.7K$1M+1.40%
Q4 20253.9K$1M+1.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ark Wealth Advisors LLC’s full portfolio or all institutional holders of AXP.