Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,279,938
-$377,349 QoQ
Shares Held
3,784
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,451
of 2,998 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026First Western Trust Bank holds $12,728,239 across 4 Credit Services names. AXP ranks #2 (10.1% of the industry book) .
All Filings in AXP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,938 | 3,784 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,657,287 | 5,479 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,241,897 | 6,060 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,254,568 | 3,777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,209,572 | 3,792 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,018,354 | 3,785 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,133,441 | 3,819 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,032,458 | 3,807 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $907,907 | 3,921 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $892,772 | 3,921 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $750,484 | 4,006 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $598,699 | 4,013 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $707,252 | 4,060 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $708,295 | 4,294 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $619,072 | 4,190 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $458,019 | 3,395 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $438,455 | 3,163 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $614,669 | 3,287 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||