Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$42,957
+$35,698 QoQ
Shares Held
127
+429.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,852
of 2,990 holders
Holding Since
Mar 2020
15 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, 2026Marquette Asset Management, LLC holds $186,328 across 10 Credit Services names. AXP ranks #3 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
100 | $51,360 | |
| 2 | V |
Visa Inc.
|
148 | $50,777 | |
| 3 | AXP |
American Express Co
This page
|
127 | $42,957 | |
| 4 | COF |
Capital One Financial Corp
|
101 | $20,262 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
197 | $8,506 | |
| 6 | SYF |
Synchrony Financial
|
66 | $5,019 | |
| 7 | EZPW |
Ezcorp Inc
|
102 | $3,526 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
18 | $1,467 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,957 | 127 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,259 | 24 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $43,284 | 117 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $19,265 | 58 | Shares | Sole | 2025-10-24 | |
| 2022-09-30 | $43,980 | 326 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $45,190 | 326 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $60,962 | 326 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $53,333 | 326 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $54,614 | 326 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $53,864 | 326 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $46,109 | 326 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $39,416 | 326 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $32,681 | 326 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $31,035 | 326 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $27,908 | 326 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||