Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$283,453
+$29,370 QoQ
Shares Held
838
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,415
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $204,563,134 across 19 Credit Services names. AXP ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNI |
Nelnet Inc
|
1,179,351 | $157,242,868 | |
| 2 | V |
Visa Inc.
|
67,906 | $23,297,869 | |
| 3 | COF |
Capital One Financial Corp
|
88,390 | $17,732,801 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
77,634 | $3,352,236 | |
| 5 | MA |
Mastercard Inc
|
4,223 | $2,168,932 | |
| 6 | SYF |
Synchrony Financial
|
4,681 | $355,990 | |
| 7 | AXP |
American Express Co
This page
|
838 | $283,453 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,362 | $62,583 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,453 | 838 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $254,083 | 840 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $348,122 | 941 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $347,439 | 1,046 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $335,247 | 1,051 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $284,923 | 1,059 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $264,143 | 890 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $269,301 | 993 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $229,929 | 993 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $227,006 | 997 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $168,980 | 902 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $144,565 | 969 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $160,264 | 920 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $90,392 | 548 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $555,096 | 3,757 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $504,833 | 3,742 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $522,458 | 3,769 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $704,803 | 3,769 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $641,148 | 3,919 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $83,932 | 501 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $93,189 | 564 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $69,729 | 493 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $65,654 | 543 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $54,435 | 543 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $51,693 | 543 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $44,945 | 525 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||