Position in AXP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,608,587
-$634,024 QoQ
Shares Held
8,624
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $42,265,818 across 10 Credit Services names. AXP ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
107,512 | $32,494,426 | |
| 2 | MA |
Mastercard Inc
|
9,894 | $4,943,636 | |
| 3 | AXP |
American Express Co
This page
|
8,624 | $2,608,587 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
37,604 | $1,700,828 | |
| 5 | COF |
Capital One Financial Corp
|
1,385 | $252,665 | |
| 6 | ALLY |
Ally Financial Inc.
|
4,753 | $186,460 | |
| 7 | SLM |
SLM Corp
|
3,200 | $68,512 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
458 | $7,273 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,608,587 | 8,624 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,242,611 | 8,765 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $3,038,931 | 9,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,863,164 | 8,976 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,462,614 | 9,153 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,678,826 | 9,026 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,411,510 | 8,892 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $2,061,258 | 8,902 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,746,382 | 7,670 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,432,214 | 7,645 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,216,644 | 8,155 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,427,743 | 8,196 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,685,953 | 10,221 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $1,517,244 | 10,269 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $1,385,390 | 10,269 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $1,523,711 | 10,992 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $1,974,533 | 10,559 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $1,786,184 | 10,918 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $1,806,643 | 10,784 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $1,681,876 | 10,179 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $1,400,256 | 9,900 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $1,019,392 | 8,431 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $855,734 | 8,536 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $853,563 | 8,966 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $796,686 | 9,306 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||