Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,407,192
+$432,604 QoQ
Shares Held
10,073
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#952
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2024CallValue
$4,975
CallShares
500
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 Jun 30, 2026Moors & Cabot, Inc. holds $48,870,710 across 8 Credit Services names. AXP ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
77,362 | $26,542,128 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
676,553 | $12,130,595 | |
| 3 | MA |
Mastercard Inc
|
7,731 | $3,970,641 | |
| 4 | AXP |
American Express Co
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|
10,073 | $3,407,192 | |
| 5 | COF |
Capital One Financial Corp
|
7,353 | $1,475,158 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,817 | $553,438 | |
| 7 | WU |
Western Union CO
|
63,985 | $492,684 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
4,902 | $298,874 |
All Filings in AXP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,407,192 | 10,073 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,974,588 | 9,834 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,631,429 | 9,816 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,302,666 | 9,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,045,621 | 9,548 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,505,393 | 9,312 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,975 | 500 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $2,877,675 | 9,696 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,519,719 | 9,291 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,129,102 | 9,195 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,092,471 | 9,190 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,557,919 | 8,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,237,083 | 8,292 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,686,256 | 9,680 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,825,501 | 11,067 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,880,857 | 12,730 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,663,305 | 12,329 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,722,214 | 12,424 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,117,214 | 11,322 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,589,374 | 9,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,521,674 | 9,083 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,250,460 | 7,568 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,048,353 | 7,412 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,263,872 | 10,453 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,134,328 | 11,315 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,470,078 | 15,442 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,164,296 | 13,600 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||