Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,567,184
+$377,230 QoQ
Shares Held
10,546
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#930
of 2,990 holders
Holding Since
Sep 2024
8 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, 2026PENN DAVIS MCFARLAND INC holds $35,538,658 across 4 Credit Services names. AXP ranks #2 (10.0% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,567,184 | 10,546 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,189,954 | 10,546 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,912,591 | 10,576 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,514,252 | 10,580 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,374,808 | 10,580 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,846,549 | 10,580 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,146,567 | 10,602 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,943,062 | 10,852 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||