Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,323,918
+$3,424,679 QoQ
Shares Held
101,475
-0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#304
of 2,991 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, 2026Advisors Asset Management, Inc. holds $165,580,324 across 8 Credit Services names. AXP ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
195,291 | $67,002,389 | |
| 2 | MA |
Mastercard Inc
|
109,136 | $56,052,249 | |
| 3 | AXP |
American Express Co
This page
|
101,475 | $34,323,918 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
140,223 | $6,054,829 | |
| 5 | COF |
Capital One Financial Corp
|
7,360 | $1,476,563 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
4,685 | $382,061 | |
| 7 | SYF |
Synchrony Financial
|
3,081 | $234,310 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
3,012 | $54,005 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,323,918 | 101,475 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,899,239 | 102,153 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,153,658 | 105,835 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $36,278,183 | 109,219 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $36,424,645 | 114,191 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,194,581 | 123,377 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,192,421 | 128,685 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,852,097 | 132,198 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $32,249,357 | 139,276 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,002,982 | 144,947 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,070,817 | 144,501 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,971,062 | 147,269 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,317,961 | 151,079 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,223,842 | 165,043 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,226,926 | 184,277 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,729,084 | 212,950 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $32,692,140 | 235,840 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $50,230,818 | 268,614 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $46,528,658 | 284,405 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $48,356,194 | 288,642 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $47,901,168 | 289,906 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $40,994,120 | 289,834 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $34,746,632 | 287,376 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $27,579,978 | 275,112 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $23,439,192 | 246,210 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $18,145,895 | 211,960 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||