Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,724,612
+$3,861,974 QoQ
Shares Held
105,616
+0.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#299
of 2,990 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2025CallValue
$28,766
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $178,815,167 across 4 Credit Services names. AXP ranks #3 (20.0% of the industry book) .
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,724,612 | 105,616 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,862,638 | 105,338 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,577,276 | 104,277 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $28,766 | 400 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $35,426,856 | 106,656 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $19,387 | 400 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $34,312,359 | 107,569 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,540,344 | 109,795 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,703,769 | 113,561 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $32,430,638 | 119,582 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $28,547,567 | 123,289 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $29,963,320 | 131,597 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,140,653 | 134,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,377,116 | 136,585 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,655,489 | 135,795 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $22,520,128 | 136,527 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $20,369,997 | 137,868 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,956,473 | 140,512 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,403,195 | 139,974 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $27,074,047 | 144,781 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $24,769,530 | 151,403 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $25,521,017 | 152,337 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $25,338,020 | 153,350 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,477,098 | 151,846 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $16,929,818 | 140,020 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||