Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$517,522
+$60,778 QoQ
Shares Held
1,530
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,999
of 2,984 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, 2026MV CAPITAL MANAGEMENT, INC. holds $9,721,273 across 11 Credit Services names. AXP ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,579 | $5,001,909 | |
| 2 | MA |
Mastercard Inc
|
7,036 | $3,613,689 | |
| 3 | AXP |
American Express Co
This page
|
1,530 | $517,522 | |
| 4 | SYF |
Synchrony Financial
|
4,947 | $376,219 | |
| 5 | COF |
Capital One Financial Corp
|
406 | $81,451 | |
| 6 | ALLY |
Ally Financial Inc.
|
1,745 | $80,182 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
1,015 | $43,827 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
287 | $5,145 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,522 | 1,530 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $456,744 | 1,510 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $560,474 | 1,515 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $501,561 | 1,510 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $481,659 | 1,510 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $409,494 | 1,522 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $451,714 | 1,522 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $412,495 | 1,521 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $349,640 | 1,510 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $341,535 | 1,500 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $279,885 | 1,494 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $229,305 | 1,537 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $266,700 | 1,531 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $251,218 | 1,523 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $222,807 | 1,508 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $187,929 | 1,393 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $183,394 | 1,323 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $262,361 | 1,403 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $213,498 | 1,305 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $218,124 | 1,302 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $203,398 | 1,231 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $161,665 | 1,143 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $136,144 | 1,126 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $112,881 | 1,126 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $107,195 | 1,126 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $96,396 | 1,126 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||