Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,779
+$822 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,942
of 2,990 holders
Holding Since
Mar 2020
15 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, 2026ATWOOD & PALMER INC holds $31,298,271 across 7 Credit Services names. AXP ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
59,733 | $30,678,868 | |
| 2 | V |
Visa Inc.
|
1,005 | $344,805 | |
| 3 | COF |
Capital One Financial Corp
|
764 | $153,273 | |
| 4 | KLAR |
Klarna Group plc
|
4,240 | $85,817 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
550 | $23,749 | |
| 6 | AXP |
American Express Co
This page
|
23 | $7,779 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
222 | $3,980 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,779 | 23 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,957 | 23 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,508 | 23 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,639 | 23 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,655 | 24 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $6,457 | 24 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,122 | 24 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,508 | 24 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,325 | 23 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,839 | 52 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,308 | 23 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,685 | 18 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,135 | 18 | Shares | Sole | 2023-07-18 | |
| 2022-03-31 | $32,725 | 175 | Shares | Sole | 2022-04-29 | |
| 2020-03-31 | $34,244 | 400 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||