Position in AXP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$24,631,853
-$5,551,627 QoQ
Shares Held
81,433
-0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026GM Advisory Group, LLC holds $42,894,489 across 6 Credit Services names. AXP ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
81,433 | $24,631,853 | |
| 2 | V |
Visa Inc.
|
26,699 | $8,069,505 | |
| 3 | MA |
Mastercard Inc
|
11,601 | $5,796,555 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
200,426 | $3,182,764 | |
| 5 | COF |
Capital One Financial Corp
|
5,435 | $991,507 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,915 | $222,305 |
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,631,853 | 81,433 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $30,183,480 | 81,588 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,382,800 | 64,375 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $20,533,699 | 64,373 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,632,132 | 61,818 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,327,672 | 61,753 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,478,840 | 64,450 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,921,082 | 64,440 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,905,270 | 65,463 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,259,529 | 65,440 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,654,830 | 64,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,273,353 | 64,715 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,674,739 | 64,715 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,561,198 | 64,712 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,730,295 | 64,712 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,060,480 | 65,362 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,222,694 | 65,362 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,693,550 | 65,364 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $10,950,430 | 65,364 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,804,059 | 65,388 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,280,161 | 65,612 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,078,238 | 66,812 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,237,248 | 72,192 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,872,678 | 72,192 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $676,319 | 7,900 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||