Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$565,891
+$63,473 QoQ
Shares Held
1,673
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,933
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MOTCO holds $13,705,319 across 7 Credit Services names. AXP ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,235 | $12,431,865 | |
| 2 | AXP |
American Express Co
This page
|
1,673 | $565,891 | |
| 3 | MA |
Mastercard Inc
|
1,038 | $533,116 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,477 | $106,956 | |
| 5 | COF |
Capital One Financial Corp
|
317 | $63,596 | |
| 6 | SYF |
Synchrony Financial
|
47 | $3,574 | |
| 7 | ALLY |
Ally Financial Inc.
|
7 | $321 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,891 | 1,673 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $502,418 | 1,661 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $617,076 | 1,668 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $554,042 | 1,668 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $532,058 | 1,668 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $455,231 | 1,692 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $452,604 | 1,525 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $564,096 | 2,080 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $475,834 | 2,055 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $329,011 | 1,445 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $270,892 | 1,446 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $215,728 | 1,446 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $254,680 | 1,462 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $238,352 | 1,445 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $213,498 | 1,445 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $291,674 | 2,162 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $200,305 | 1,445 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $270,215 | 1,445 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $207,772 | 1,270 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $212,763 | 1,270 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $388,290 | 2,350 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $332,383 | 2,350 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $292,238 | 2,417 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $269,872 | 2,692 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $256,278 | 2,692 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $230,461 | 2,692 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||