Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$993,778
+$343,446 QoQ
Shares Held
2,938
+36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,567
of 2,990 holders
Holding Since
Mar 2024
10 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, 2026BIP Wealth, LLC holds $4,339,437 across 4 Credit Services names. AXP ranks #2 (22.9% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,778 | 2,938 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $650,332 | 2,150 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,066,935 | 2,884 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $441,440 | 1,329 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $322,488 | 1,011 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $277,659 | 1,032 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $305,990 | 1,031 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,098 | 1,007 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $227,382 | 982 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $223,591 | 982 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||