Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$814,272,607
+$18,796,184 QoQ
Shares Held
2,407,310
-8.5% QoQ
Ownership
0.356%
of shares outstanding
% of Portfolio
4.15%
of 13F equity value
Holder Rank
#34
of 2,998 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,444,281,911 across 2 Credit Services names. AXP ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
2,407,310 | $814,272,607 | |
| 2 | V |
Visa Inc.
|
1,836,280 | $630,009,304 |
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,272,607 | 2,407,310 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $795,476,423 | 2,629,848 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $796,363,247 | 2,152,624 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $720,535,421 | 2,169,242 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $584,132,443 | 1,831,251 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $524,369,033 | 1,948,965 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $450,428,685 | 1,517,668 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $337,333,476 | 1,243,855 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $257,483 | 1,112 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $243,400 | 1,069 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $676,576 | 4,535 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $785,642 | 4,510 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $746,398 | 4,525 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,020,509 | 6,907 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,178,708 | 8,737 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $154,414,361 | 1,113,940 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,195,865 | 6,395 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,089,576 | 6,660 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $950,732 | 5,675 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $990,553 | 5,995 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $918,652 | 6,495 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $825,815 | 6,830 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $746,461 | 7,446 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $793,492 | 8,335 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $941,624 | 10,999 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||