Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,153,504
+$214,911 QoQ
Shares Held
9,323
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#993
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $23,381,611 across 16 Credit Services names. AXP ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
17,005 | $8,733,768 | |
| 2 | V |
Visa Inc.
|
19,732 | $6,769,851 | |
| 3 | COF |
Capital One Financial Corp
|
19,836 | $3,979,498 | |
| 4 | AXP |
American Express Co
This page
|
9,323 | $3,153,504 | |
| 5 | SYF |
Synchrony Financial
|
4,239 | $322,375 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,579 | $284,081 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,869 | $33,511 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
390 | $31,804 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,153,504 | 9,323 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,938,593 | 9,715 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,791,222 | 12,951 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,586,133 | 13,807 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,494,428 | 14,090 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,718,809 | 13,822 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,102,528 | 13,823 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,740,932 | 13,794 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,992,552 | 12,924 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,761,894 | 16,522 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,537,894 | 13,547 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,013,766 | 13,498 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $4,137,424 | 23,751 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $3,735,127 | 22,644 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,715,201 | 18,377 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,777,392 | 20,587 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,812,738 | 20,291 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $3,775,343 | 20,189 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,016,774 | 6,215 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,110,556 | 6,629 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,519,620 | 9,197 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,607,465 | 11,365 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,411,866 | 11,677 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,190,268 | 11,873 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,302,240 | 13,679 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $482,926 | 5,641 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||