Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$76,852,091
+$8,117,746 QoQ
Shares Held
227,205
-0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#181
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $82,804,687 across 2 Credit Services names. AXP ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
227,205 | $76,852,091 | |
| 2 | COF |
Capital One Financial Corp
|
29,671 | $5,952,596 |
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,852,091 | 227,205 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $68,734,345 | 227,236 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $85,036,707 | 229,860 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $79,211,523 | 238,474 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $77,000,815 | 241,397 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $65,361,123 | 242,933 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $74,829,365 | 252,129 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $69,647,414 | 256,812 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $60,033,968 | 259,270 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $60,222,866 | 264,495 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $49,708,420 | 265,338 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $39,330,362 | 263,626 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $45,032,616 | 258,511 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $42,253,921 | 256,162 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $38,103,838 | 257,894 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $34,794,098 | 257,906 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,432,103 | 255,606 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $47,140,082 | 252,086 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $41,322,906 | 252,585 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $41,906,791 | 250,145 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $41,940,330 | 253,830 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $35,681,776 | 252,275 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $30,505,230 | 252,297 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,289,466 | 252,264 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,860,832 | 250,639 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $20,972,737 | 244,980 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||