Position in AXP
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$572,594
-$111,443 QoQ
Shares Held
1,893
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $3,690,265 across 9 Credit Services names. AXP ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,097 | $2,749,477 | |
| 2 | AXP |
American Express Co
This page
|
1,893 | $572,594 | |
| 3 | MA |
Mastercard Inc
|
269 | $134,408 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,959 | $133,835 | |
| 5 | COF |
Capital One Financial Corp
|
265 | $48,343 | |
| 6 | SYF |
Synchrony Financial
|
464 | $31,561 | |
| 7 | WU |
Western Union CO
|
1,442 | $12,588 | |
| 8 | ALLY |
Ally Financial Inc.
|
141 | $5,531 |
All Filings in AXP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,594 | 1,893 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $684,037 | 1,849 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $639,075 | 1,924 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $653,590 | 2,049 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $551,283 | 2,049 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $607,529 | 2,047 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $555,146 | 2,047 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $473,982 | 2,047 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $466,081 | 2,047 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $383,484 | 2,047 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $305,391 | 2,047 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $356,587 | 2,047 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $309,281 | 1,875 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $277,031 | 1,875 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $252,956 | 1,875 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $259,912 | 1,875 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $350,625 | 1,875 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $306,750 | 1,875 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||