Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,041,471
+$110,136 QoQ
Shares Held
3,079
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,548
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, 2026Clean Yield Group holds $3,691,648 across 6 Credit Services names. AXP ranks #2 (28.2% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,041,471 | 3,079 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $931,335 | 3,079 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,144,995 | 3,095 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,028,035 | 3,095 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $987,243 | 3,095 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $832,709 | 3,095 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $918,565 | 3,095 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $850,212 | 3,135 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $715,489 | 3,090 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $690,356 | 3,032 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $586,748 | 3,132 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $467,263 | 3,132 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $545,594 | 3,132 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $516,623 | 3,132 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $462,753 | 3,132 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $427,259 | 3,167 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $434,157 | 3,132 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $604,384 | 3,232 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $528,755 | 3,232 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $541,456 | 3,232 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $534,023 | 3,232 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $457,134 | 3,232 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $394,408 | 3,262 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $327,917 | 3,271 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $310,542 | 3,262 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $306,483 | 3,580 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||