Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,394,266
+$93,905 QoQ
Shares Held
4,122
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,389
of 2,998 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026BSW Wealth Partners holds $5,567,621 across 4 Credit Services names. AXP ranks #2 (25.0% of the industry book) .
All Filings in AXP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,266 | 4,122 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,300,361 | 4,299 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,584,125 | 4,282 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,412,012 | 4,251 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,294,420 | 4,058 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,083,733 | 4,028 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,142,641 | 3,850 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $957,607 | 3,531 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $822,234 | 3,551 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $809,665 | 3,556 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $615,037 | 3,283 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $486,508 | 3,261 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $546,988 | 3,140 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $528,004 | 3,201 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $480,187 | 3,250 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $306,515 | 2,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $447,881 | 3,231 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $663,289 | 3,547 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $512,722 | 3,134 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $545,645 | 3,257 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $573,017 | 3,468 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $420,501 | 2,973 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $342,417 | 2,832 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||