Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$872,685
+$417,151 QoQ
Shares Held
2,580
+71.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,647
of 2,990 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, 2026Gradient Investments LLC holds $69,078,983 across 3 Credit Services names. AXP ranks #3 (1.3% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,685 | 2,580 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $455,534 | 1,506 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $576,382 | 1,558 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $713,479 | 2,148 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $714,834 | 2,241 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $12,851,711 | 47,767 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,324,866 | 48,266 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,632,596 | 53,955 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $16,398,139 | 70,819 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $16,890,499 | 74,182 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $18,380,864 | 98,115 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $561,103 | 3,761 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $656,211 | 3,767 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $6,276,677 | 38,052 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,586,455 | 31,042 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,466,870 | 33,110 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,196,166 | 30,271 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $5,960,999 | 31,877 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $6,337,046 | 38,735 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $9,049,132 | 54,015 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $8,558,583 | 51,798 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $7,196,608 | 50,881 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $6,463,848 | 53,460 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $5,393,049 | 53,796 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $13,152,832 | 138,160 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,785,321 | 32,535 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||