Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$384,928
+$32,237 QoQ
Shares Held
1,138
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,202
of 2,990 holders
Holding Since
Sep 2024
8 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, 2026Samalin Investment Counsel, LLC holds $1,561,780 across 3 Credit Services names. AXP ranks #2 (24.6% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,928 | 1,138 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $352,691 | 1,166 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $430,621 | 1,164 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $385,969 | 1,162 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $383,413 | 1,202 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $321,783 | 1,196 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $302,429 | 1,019 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $206,654 | 762 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||