Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,188,006
+$334,713 QoQ
Shares Held
9,425
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#986
of 2,998 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $14,707,464 across 13 Credit Services names. AXP ranks #3 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
9,434 | $4,845,302 | |
| 2 | V |
Visa Inc.
|
12,803 | $4,392,581 | |
| 3 | AXP |
American Express Co
This page
|
9,425 | $3,188,006 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,890 | $1,420,190 | |
| 5 | COF |
Capital One Financial Corp
|
2,871 | $575,980 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
3,916 | $70,213 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
859 | $70,051 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,233 | $56,656 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,188,006 | 9,425 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,853,293 | 9,433 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,550,780 | 9,598 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,226,602 | 9,714 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,122,176 | 9,788 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,582,610 | 9,599 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,769,347 | 9,331 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,544,669 | 9,383 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,176,801 | 9,401 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,146,889 | 9,429 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,775,046 | 9,475 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,413,575 | 9,475 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,690,611 | 9,705 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,610,901 | 9,766 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,454,894 | 9,847 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,374,058 | 10,185 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,412,676 | 10,191 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,892,253 | 10,119 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,662,503 | 10,162 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,716,847 | 10,248 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,693,277 | 10,248 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,483,847 | 10,491 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,319,490 | 10,913 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,117,887 | 11,151 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,078,616 | 11,330 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $959,859 | 11,212 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||