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Tidal Investments LLC

Position in AXP — American Express Co

CIK 1600064 MILWAUKEE, WI

Position in AXP

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$173,319,525
-$29,150,779 QoQ
Shares Held
572,995
+4.7% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 16.013403258318135.ToString("F0")% Shared 83.98659674168186.ToString("F0")% None 0.ToString("F0")%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Dec 31, 2025
CallValue
$70,327,495
CallShares
190,100
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Mar 31, 2026

Tidal Investments LLC holds $653,638,126 across 17 Credit Services names. AXP ranks #1 (26.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AXP
American Express Co
This page
572,995 $173,319,525

All Filings in AXP

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $173,319,525 572,995
2025-12-31 $202,470,304 547,291
2025-12-31 $70,327,495 190,100
2025-09-30 $46,900,992 141,200
2025-09-30 $154,096,330 463,922
2025-06-30 $92,557,469 290,167
2025-06-30 $256,459 804
2025-03-31 $49,839,898 185,244
2024-12-31 $49,459,459 166,648
2024-09-30 $12,038,567 44,390
2024-06-30 $6,499,376 28,069
2024-03-31 $6,652,645 29,218
2023-12-31 $3,378,489 18,034
2023-09-30 $2,498,186 16,745
2023-06-30 $2,635,820 15,131
2023-03-31 $2,974,873 18,035
2022-12-31 $1,514,733 10,252
2022-09-30 $1,074,423 7,964
2022-06-30 $3,836,031 27,673
2022-03-31 $5,815,887 31,101
2021-12-31 $1,895,633 11,587
2021-09-30 $2,104,344 12,561
2021-06-30 $1,346,624 8,150
2021-03-31 $848,357 5,998
2020-12-31 $453,896 3,754
2020-06-30 $641,648 6,740
2020-03-31 $612,025 7,149