Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,656,167
-$1,024,397 QoQ
Shares Held
40,373
-16.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#490
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $74,466,416 across 9 Credit Services names. AXP ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
39,520 | $20,297,472 | |
| 2 | SYF |
Synchrony Financial
|
212,354 | $16,149,521 | |
| 3 | AXP |
American Express Co
This page
|
40,373 | $13,656,167 | |
| 4 | V |
Visa Inc.
|
31,492 | $10,804,590 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
220,473 | $9,520,024 | |
| 6 | COF |
Capital One Financial Corp
|
13,448 | $2,697,937 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
18,000 | $637,740 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,089 | $417,639 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,656,167 | 40,373 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,680,564 | 48,534 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,312,255 | 38,687 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,776,801 | 44,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,824,271 | 40,204 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,892,430 | 36,768 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,463,810 | 38,626 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,300,889 | 30,608 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,914,584 | 16,906 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,963,627 | 17,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,223,746 | 17,208 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,508,948 | 23,520 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,097,184 | 23,520 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $910,524 | 5,520 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $265,950 | 1,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $881,906 | 6,537 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $916,139 | 6,609 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,405,083 | 18,209 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,007,786 | 18,385 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,119,408 | 18,620 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,076,582 | 18,620 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $752,460 | 5,320 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $678,063 | 5,608 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,679,049 | 76,599 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,836,883 | 71,816 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,395,152 | 74,701 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||