Position in AXP
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$9,508,156
-$2,302,127 QoQ
Shares Held
31,434
-1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Composition Wealth, LLC holds $39,705,410 across 8 Credit Services names. AXP ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
56,918 | $17,202,896 | |
| 2 | AXP |
American Express Co
This page
|
31,434 | $9,508,156 | |
| 3 | MA |
Mastercard Inc
|
13,929 | $6,959,764 | |
| 4 | COF |
Capital One Financial Corp
|
9,642 | $1,758,990 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
37,356 | $1,689,611 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
95,082 | $1,509,902 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
38,218 | $980,291 | |
| 8 | FINV |
FinVolution Group
|
20,000 | $95,800 |
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,508,156 | 31,434 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,810,283 | 31,924 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,176,718 | 30,638 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,637,980 | 30,215 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,154,098 | 30,307 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,363,724 | 31,550 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $231,511 | 1,329 | Shares | Sole | 2023-07-13 | |
| 2020-06-30 | $2,720,530 | 28,577 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||