Position in AXP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$286,751
-$63,961 QoQ
Shares Held
948
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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 Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $54,463,682 across 4 Credit Services names. AXP ranks #4 (0.5% of the industry book) .
All Filings in AXP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,751 | 948 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,712 | 948 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $300,479 | 942 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $253,445 | 942 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $280,169 | 944 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $256,012 | 944 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $202,374 | 874 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $267,308 | 1,174 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $213,005 | 1,137 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||