Tortoise Investment Management, LLC
Position in AXP — American Express Co
CIK 1599511
WHITE PLAINS, NY
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$475,917
+$78,761 QoQ
Shares Held
1,407
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,052
of 2,998 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, 2026Tortoise Investment Management, LLC holds $848,855 across 2 Credit Services names. AXP ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
1,407 | $475,917 | |
| 2 | V |
Visa Inc.
|
1,087 | $372,938 |
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,917 | 1,407 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $397,156 | 1,313 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $471,316 | 1,274 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $468,345 | 1,410 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $449,442 | 1,409 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $272,816 | 1,014 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $379,000 | 1,277 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $342,254 | 1,262 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $266,050 | 1,149 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $261,615 | 1,149 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $219,937 | 1,174 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $193,797 | 1,299 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $226,285 | 1,299 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $214,270 | 1,299 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $191,927 | 1,299 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $182,803 | 1,355 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $187,830 | 1,355 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $262,735 | 1,405 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $229,858 | 1,405 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $240,405 | 1,435 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $232,148 | 1,405 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $163,787 | 1,158 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $140,013 | 1,158 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $91,027 | 908 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $86,441 | 908 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $104,872 | 1,225 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||