Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,436,209
+$245,648 QoQ
Shares Held
4,246
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,374
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, 2026LVW Advisors, LLC holds $14,482,789 across 7 Credit Services names. AXP ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
20,704 | $7,103,335 | |
| 2 | MA |
Mastercard Inc
|
6,008 | $3,085,708 | |
| 3 | AXP |
American Express Co
This page
|
4,246 | $1,436,209 | |
| 4 | SYF |
Synchrony Financial
|
17,965 | $1,366,238 | |
| 5 | COF |
Capital One Financial Corp
|
4,497 | $902,188 | |
| 6 | CACC |
Credit Acceptance Corp
|
610 | $388,411 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,648 | $200,700 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436,209 | 4,246 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,190,561 | 3,936 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,241,552 | 3,356 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,155,584 | 3,479 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,041,150 | 3,264 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $808,764 | 3,006 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $968,722 | 3,264 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $962,760 | 3,550 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $799,310 | 3,452 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $793,271 | 3,484 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $645,386 | 3,445 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $494,415 | 3,314 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $471,559 | 2,707 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $855,100 | 5,184 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $757,071 | 5,124 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $693,032 | 5,137 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $812,590 | 5,862 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,116,203 | 5,969 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $995,506 | 6,085 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,031,984 | 6,160 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $627,708 | 3,799 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $552,747 | 3,908 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $453,775 | 3,753 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $293,532 | 2,928 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $268,654 | 2,822 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $239,365 | 2,796 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||