Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$94,153,578
+$21,186,329 QoQ
Shares Held
278,355
+15.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#159
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$4,660
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Creative Planning holds $703,619,065 across 34 Credit Services names. AXP ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
893,823 | $306,661,732 | |
| 2 | MA |
Mastercard Inc
|
296,884 | $152,479,622 | |
| 3 | AXP |
American Express Co
This page
|
278,355 | $94,153,578 | |
| 4 | COF |
Capital One Financial Corp
|
270,916 | $54,351,167 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
436,591 | $18,851,998 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
50,456 | $10,914,641 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
175,073 | $10,674,199 | |
| 8 | ENVA |
Enova International, Inc.
|
28,187 | $6,785,456 |
All Filings in AXP
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,153,578 | 278,355 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $72,967,249 | 241,230 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $84,772,192 | 229,145 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,533,114 | 218,368 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $60,715,290 | 190,342 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $49,380,091 | 183,535 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,606,552 | 170,513 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $43,671,607 | 161,031 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $35,589,916 | 153,703 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $33,123,202 | 145,475 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,901,627 | 138,260 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,223,130 | 128,850 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $21,494,537 | 123,390 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $19,258,736 | 116,755 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,660 | 800 | Put | Sole | 2023-02-10 | |
| 2022-12-31 | $16,766,817 | 113,481 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,778,850 | 109,546 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $13,000 | 800 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $14,783,129 | 106,645 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $10,000 | 800 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $2,000 | 800 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $17,640,645 | 94,335 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,448,497 | 88,316 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,019,721 | 95,623 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $15,582,180 | 94,306 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,376,707 | 87,505 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,451,823 | 86,443 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,844,055 | 88,220 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,454,445 | 78,303 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,091,675 | 82,837 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||