Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$621,703
+$53,646 QoQ
Shares Held
1,838
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,862
of 2,990 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Valmark Advisers, Inc. holds $5,759,432 across 4 Credit Services names. AXP ranks #3 (10.8% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,703 | 1,838 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $568,057 | 1,878 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $681,817 | 1,843 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $536,438 | 1,615 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $509,730 | 1,598 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $396,310 | 1,473 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $472,489 | 1,592 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $342,796 | 1,264 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $300,320 | 1,297 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $267,991 | 1,177 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||