Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,207,503
+$1,020,277 QoQ
Shares Held
27,221
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#600
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, 2026Stratos Wealth Partners, LTD. holds $48,495,164 across 8 Credit Services names. AXP ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
51,300 | $17,600,517 | |
| 2 | MA |
Mastercard Inc
|
25,149 | $12,916,526 | |
| 3 | AXP |
American Express Co
This page
|
27,221 | $9,207,503 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
193,268 | $3,465,295 | |
| 5 | COF |
Capital One Financial Corp
|
14,549 | $2,918,820 | |
| 6 | EZPW |
Ezcorp Inc
|
35,795 | $1,237,433 | |
| 7 | SYF |
Synchrony Financial
|
10,457 | $795,254 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
8,194 | $353,816 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,207,503 | 27,221 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,187,226 | 27,067 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,431,824 | 30,901 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,390,629 | 31,282 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,297,629 | 29,148 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,181,003 | 30,407 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,033,694 | 30,438 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,101,557 | 29,873 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,503,377 | 32,405 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,870,773 | 30,176 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,787,494 | 30,893 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,593,410 | 30,789 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,859,657 | 27,897 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,403,175 | 26,694 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,368,672 | 29,568 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,980,789 | 29,507 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,142,381 | 29,883 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,025,514 | 32,222 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,531,065 | 27,696 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,466,517 | 26,661 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,546,303 | 27,515 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,600,355 | 25,455 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,107,145 | 25,698 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,622,239 | 26,157 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,105,443 | 22,116 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,678,726 | 19,609 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||