Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$52,414,543
+$8,659,602 QoQ
Shares Held
154,958
+7.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#234
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, 2026CIBC Asset Management Inc holds $408,933,870 across 14 Credit Services names. AXP ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
516,282 | $177,131,191 | |
| 2 | MA |
Mastercard Inc
|
232,685 | $119,507,016 | |
| 3 | AXP |
American Express Co
This page
|
154,958 | $52,414,543 | |
| 4 | COF |
Capital One Financial Corp
|
146,782 | $29,447,404 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
408,970 | $17,659,324 | |
| 6 | SYF |
Synchrony Financial
|
113,761 | $8,651,524 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
13,492 | $1,100,272 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
60,263 | $1,080,515 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,414,543 | 154,958 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $43,754,941 | 144,654 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $53,023,083 | 143,325 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,494,746 | 94,818 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $30,307,565 | 95,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,874,059 | 99,885 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,425,426 | 102,515 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $28,790,049 | 106,158 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $23,444,900 | 101,252 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $24,405,180 | 107,186 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,992,966 | 117,396 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,985,132 | 113,849 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $20,776,311 | 119,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,481,511 | 124,168 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,285,835 | 123,762 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,478,042 | 122,141 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,126,080 | 116,333 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $21,108,934 | 112,882 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $16,817,262 | 102,795 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,090,405 | 102,014 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,944,006 | 102,548 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,247,534 | 100,732 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,048,439 | 99,648 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $9,195,631 | 91,727 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,224,804 | 86,395 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $7,882,883 | 92,079 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||