Position in AXP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$276,121,287
-$64,938,577 QoQ
Shares Held
912,858
-1.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.860668362439722.ToString("F0")%
Shared 0.ToString("F0")%
None 95.13933163756028.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,451,904
PutShares
4,800
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 Mar 31, 2026LPL Financial LLC holds $1,989,664,437 across 32 Credit Services names. AXP ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,928,554 | $885,126,160 | |
| 2 | MA |
Mastercard Inc
|
1,063,367 | $531,321,955 | |
| 3 | AXP |
American Express Co
This page
|
912,858 | $276,121,287 | |
| 4 | COF |
Capital One Financial Corp
|
638,791 | $116,534,642 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
2,975,037 | $47,243,587 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
694,461 | $31,410,471 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
105,016 | $19,743,008 | |
| 8 | CACC |
Credit Acceptance Corp
|
31,282 | $13,246,675 |
All Filings in AXP
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,121,287 | 912,858 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $1,451,904 | 4,800 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $341,059,864 | 921,908 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $1,590,785 | 4,300 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $277,878,080 | 836,579 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $431,808 | 1,300 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $287,082 | 900 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $245,753,037 | 770,434 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $192,449,850 | 715,294 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $242,145 | 900 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $205,562,096 | 692,618 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $356,148 | 1,200 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $244,080 | 900 | Put | Sole | 2024-11-08 | |
| 2024-09-30 | $173,350,768 | 639,199 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $139,585,749 | 602,832 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $127,641,647 | 560,594 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $99,855,404 | 533,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $75,954,568 | 509,113 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $87,078,225 | 499,875 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $78,302,094 | 474,702 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $67,030,776 | 453,677 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $59,477,771 | 440,870 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,406,266 | 385,271 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $67,063,436 | 358,628 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $50,032,152 | 305,820 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $42,686,308 | 254,798 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,374,003 | 268,559 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $35,491,539 | 250,930 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,159,697 | 232,898 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $24,308,219 | 242,476 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $22,802,875 | 239,526 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $209,440 | 2,200 | Put | Sole | 2020-08-13 | |
| 2020-03-31 | $13,584,851 | 158,683 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||