Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,067,118
+$18,121 QoQ
Shares Held
12,024
-10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#881
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GRANDFIELD & DODD, LLC holds $26,860,637 across 5 Credit Services names. AXP ranks #3 (15.1% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,067,118 | 12,024 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,048,997 | 13,386 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,915,155 | 13,286 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,421,049 | 13,310 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,232,864 | 13,270 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,595,315 | 13,363 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,974,018 | 13,390 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,656,860 | 13,484 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,119,210 | 13,471 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,069,261 | 13,480 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,585,292 | 13,800 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,185,633 | 14,650 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,570,843 | 14,758 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,015,780 | 18,283 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,792,918 | 18,903 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,571,249 | 19,059 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,963,972 | 21,382 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,185,434 | 22,382 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,661,695 | 22,382 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,750,326 | 22,386 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,543,192 | 21,444 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,033,039 | 21,444 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,637,168 | 21,811 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,178,131 | 21,727 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,088,783 | 21,941 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,888,642 | 22,061 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||