Position in AXP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$6,293,817
+$6,293,817 QoQ
Shares Held
18,607
Ownership
0.003%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#725
of 2,990 holders
Holding Since
Mar 2025
2 quarters on record
Derivatives in AXP
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,211,834
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, 2026Fulcrum Asset Management LLP holds $17,128,534 across 10 Credit Services names. AXP ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
18,607 | $6,293,817 | |
| 2 | V |
Visa Inc.
|
14,554 | $4,993,331 | |
| 3 | MA |
Mastercard Inc
|
9,423 | $4,839,652 | |
| 4 | CACC |
Credit Acceptance Corp
|
680 | $432,983 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
2,416 | $261,773 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
2,675 | $115,506 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
464 | $92,461 | |
| 8 | ECPG |
Encore Capital Group Inc
|
890 | $83,028 |
All Filings in AXP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,293,817 | 18,607 | Shares | Sole | 2026-08-18 | |
| 2025-03-31 | $2,211,834 | 0 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||