Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$466,785
+$49,363 QoQ
Shares Held
1,380
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,061
of 2,990 holders
Holding Since
Mar 2020
17 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, 2026Westover Capital Advisors, LLC holds $1,897,036 across 4 Credit Services names. AXP ranks #2 (24.6% of the industry book) .
All Filings in AXP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,785 | 1,380 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $417,422 | 1,380 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $517,930 | 1,400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $465,024 | 1,400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $472,728 | 1,482 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $398,732 | 1,482 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $421,441 | 1,420 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $390,528 | 1,440 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $333,432 | 1,440 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $332,427 | 1,460 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $273,516 | 1,460 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $217,817 | 1,460 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $254,332 | 1,460 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $240,827 | 1,460 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $215,715 | 1,460 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $203,714 | 1,510 | Shares | Sole | 2022-11-14 | |
| 2020-03-31 | $1,275,931 | 14,904 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||