Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,018,623
+$5,856,530 QoQ
Shares Held
112,398
+5.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#293
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. AXP ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
This page
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,018,623 | 112,398 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $32,162,093 | 106,328 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $43,338,532 | 117,147 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $23,406,983 | 70,469 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,054,917 | 72,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,757,030 | 65,999 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,302,399 | 71,776 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,843,161 | 73,168 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,824,525 | 64,023 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $14,004,756 | 61,508 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,223,143 | 54,570 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,381,046 | 56,177 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,483,549 | 37,219 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,703,403 | 40,639 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,596,474 | 37,878 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,803,517 | 28,193 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,005,840 | 28,898 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,546,718 | 24,314 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,417,440 | 20,889 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,246,590 | 7,441 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,628,341 | 9,855 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,229,820 | 8,695 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,856,452 | 15,354 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,519,589 | 15,158 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,729,879 | 18,171 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,301,186 | 15,199 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||