Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$312,543
+$33,354 QoQ
Shares Held
924
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,345
of 2,990 holders
Holding Since
Mar 2023
9 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $18,769,440 across 4 Credit Services names. AXP ranks #4 (1.7% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,543 | 924 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $279,189 | 923 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $336,284 | 909 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $306,251 | 922 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $278,150 | 872 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $228,154 | 848 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $251,677 | 848 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $229,435 | 846 | Shares | Sole | 2024-11-01 | |
| 2023-03-31 | $447,674 | 2,714 | Shares | Sole | 2023-05-26 | |
| No filing history on record for this holder in this stock. | ||||||