Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$837,168
+$88,530 QoQ
Shares Held
2,475
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,668
of 2,998 holders
Holding Since
Jun 2021
21 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, 2026DT Investment Partners, LLC holds $4,430,039 across 7 Credit Services names. AXP ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,216 | $2,475,737 | |
| 2 | AXP |
American Express Co
This page
|
2,475 | $837,168 | |
| 3 | MA |
Mastercard Inc
|
1,517 | $779,131 | |
| 4 | SYF |
Synchrony Financial
|
3,248 | $247,010 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,930 | $83,337 | |
| 6 | NAVI |
Navient Corp
|
805 | $6,850 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
45 | $806 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,168 | 2,475 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $748,638 | 2,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $915,626 | 2,475 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $822,096 | 2,475 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $789,475 | 2,475 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $665,898 | 2,475 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $734,555 | 2,475 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $671,220 | 2,475 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $555,025 | 2,397 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $545,772 | 2,397 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $449,053 | 2,397 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $357,608 | 2,397 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $417,557 | 2,397 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $395,385 | 2,397 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $354,156 | 2,397 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $323,379 | 2,397 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $579,015 | 4,177 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $781,099 | 4,177 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $430,595 | 2,632 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $621,033 | 3,707 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $203,893 | 1,234 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||