Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$21,986
+$14,424 QoQ
Shares Held
65
+160.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,894
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $2,051,426 across 4 Credit Services names. AXP ranks #4 (1.1% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,986 | 65 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $7,562 | 25 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $9,248 | 25 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $21,590 | 65 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $7,974 | 25 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $6,726 | 25 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $7,419 | 25 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $6,780 | 25 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $5,788 | 25 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $5,692 | 25 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,683 | 25 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||