Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$959,277
+$53,047 QoQ
Shares Held
2,836
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,583
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MATRIX ASSET ADVISORS INC/NY holds $13,320,952 across 4 Credit Services names. AXP ranks #2 (7.2% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,277 | 2,836 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $906,230 | 2,996 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,134,266 | 3,066 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,019,066 | 3,068 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,025,839 | 3,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $857,462 | 3,187 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $945,869 | 3,187 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $871,094 | 3,212 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $743,738 | 3,212 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $734,983 | 3,228 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $604,733 | 3,228 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $481,585 | 3,228 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $562,317 | 3,228 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $532,458 | 3,228 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $410,449 | 2,778 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $374,779 | 2,778 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $385,086 | 2,778 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $519,486 | 2,778 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $454,480 | 2,778 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $465,398 | 2,778 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $459,008 | 2,778 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $404,942 | 2,863 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $346,165 | 2,863 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $287,015 | 2,863 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $272,557 | 2,863 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $245,101 | 2,863 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||