Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,180,903
+$415,329 QoQ
Shares Held
9,404
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#984
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, 2026Pettee Investors, Inc. holds $3,593,177 across 2 Credit Services names. AXP ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
9,404 | $3,180,903 | |
| 2 | COF |
Capital One Financial Corp
|
2,055 | $412,274 |
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,180,903 | 9,404 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,765,574 | 9,143 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,382,452 | 9,143 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,028,634 | 9,118 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,938,762 | 9,213 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,494,900 | 9,273 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,364,593 | 14,706 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,988,267 | 14,706 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,405,174 | 14,706 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,498,684 | 15,366 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,878,666 | 15,366 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,322,291 | 15,566 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,692,435 | 15,456 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,439,775 | 14,791 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,197,190 | 14,871 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,006,246 | 14,871 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,056,566 | 14,836 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,745,347 | 14,681 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,401,811 | 14,681 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,459,507 | 14,681 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,425,741 | 14,681 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,072,944 | 14,656 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,861,167 | 15,393 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,543,148 | 15,393 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,465,413 | 15,393 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,040,418 | 12,153 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||