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ENVESTNET ASSET MANAGEMENT INC

Position in AXP — American Express Co

CIK 1407543 Berwyn, PA

Position in AXP

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$226,556,310
+$9,441,534 QoQ
Shares Held
748,996
+27.6% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $2,909,126,275 across 22 Credit Services names. AXP ranks #4 (7.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AXP
American Express Co
This page
748,996 $226,556,310

All Filings in AXP

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $226,556,310 748,996
2025-12-31 $217,114,776 586,876
2025-09-30 $218,451,667 657,670
2025-06-30 $216,781,359 679,608
2025-03-31 $181,465,884 674,469
2024-12-31 $202,243,093 681,435
2024-09-30 $195,719,344 721,679
2024-06-30 $157,498,457 680,192
2024-03-31 $160,097,946 703,140
2023-12-31 $130,779,618 698,087
2023-09-30 $99,364,568 666,027
2023-06-30 $86,872,669 498,695
2023-03-31 $77,399,323 469,229
2022-12-31 $58,787,213 397,883
2022-09-30 $51,967,466 385,201
2022-06-30 $54,552,237 393,538
2022-03-31 $69,003,187 369,001
2021-12-31 $56,794,067 347,152
2021-09-30 $56,635,694 338,063
2021-06-30 $62,866,049 380,476
2021-03-31 $51,346,963 363,030
2020-12-31 $33,734,615 279,006
2020-09-30 $37,911,843 378,173
2020-06-30 $37,086,397 389,563
2020-03-31 $29,712,234 347,065