Position in AXP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$784,063
-$517,508 QoQ
Shares Held
2,318
-46.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,714
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $29,872,918 across 11 Credit Services names. AXP ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
40,154 | $13,776,435 | |
| 2 | MA |
Mastercard Inc
|
26,097 | $13,403,419 | |
| 3 | COF |
Capital One Financial Corp
|
4,685 | $939,904 | |
| 4 | AXP |
American Express Co
This page
|
2,318 | $784,063 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
8,400 | $362,712 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
940 | $203,340 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
2,868 | $174,861 | |
| 8 | SYF |
Synchrony Financial
|
1,395 | $106,089 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,063 | 2,318 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,301,571 | 4,303 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,814,604 | 4,905 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,594,035 | 4,799 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,608,935 | 5,044 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,354,397 | 5,034 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,505,912 | 5,074 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,353,559 | 4,991 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,208,459 | 5,219 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,195,144 | 5,249 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $802,564 | 4,284 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $521,568 | 3,496 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $367,910 | 2,112 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $324,786 | 1,969 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $309,536 | 2,095 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $279,533 | 2,072 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $298,033 | 2,150 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $405,416 | 2,168 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $335,543 | 2,051 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $343,101 | 2,048 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $353,922 | 2,142 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $299,711 | 2,119 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $256,208 | 2,119 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $233,682 | 2,331 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $127,948 | 1,344 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $113,946 | 1,331 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||