Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$17,960,736
+$1,744,481 QoQ
Shares Held
53,099
-1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#439
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Calamos Wealth Management LLC holds $56,321,608 across 7 Credit Services names. AXP ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
90,662 | $31,105,225 | |
| 2 | AXP |
American Express Co
This page
|
53,099 | $17,960,736 | |
| 3 | MA |
Mastercard Inc
|
6,649 | $3,414,926 | |
| 4 | ENVA |
Enova International, Inc.
|
7,111 | $1,711,831 | |
| 5 | COF |
Capital One Financial Corp
|
6,064 | $1,216,559 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
4,889 | $529,723 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
21,339 | $382,608 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,960,736 | 53,099 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $16,216,255 | 53,611 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,727,138 | 61,433 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $20,394,624 | 61,400 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $17,687,122 | 55,449 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $14,488,880 | 53,852 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,814,751 | 53,286 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,379,566 | 53,022 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,299,472 | 53,118 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,797,985 | 51,816 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,597,470 | 61,906 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $9,308,262 | 62,392 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $10,873,041 | 62,417 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $10,323,395 | 62,585 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,429,109 | 63,818 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,923,487 | 66,144 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $9,023,607 | 65,096 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,996,611 | 64,153 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $10,240,869 | 62,597 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $9,910,907 | 59,159 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $9,807,557 | 59,357 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $8,914,256 | 63,025 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $7,185,923 | 59,432 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,594,050 | 55,801 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,235,428 | 54,994 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,474,235 | 52,263 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||