Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$68,391,781
+$14,230,318 QoQ
Shares Held
202,193
+12.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#200
of 2,990 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)
Position in Credit Services
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $493,492,756 across 20 Credit Services names. AXP ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
653,472 | $224,199,707 | |
| 2 | MA |
Mastercard Inc
|
269,841 | $138,590,337 | |
| 3 | AXP |
American Express Co
This page
|
202,193 | $68,391,781 | |
| 4 | COF |
Capital One Financial Corp
|
129,491 | $25,978,483 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
432,934 | $18,694,089 | |
| 6 | SYF |
Synchrony Financial
|
91,532 | $6,961,008 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
33,305 | $2,716,022 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
150,238 | $2,693,767 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,391,781 | 202,193 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $54,161,463 | 179,058 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,751,194 | 139,887 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $34,662,223 | 104,354 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $35,315,232 | 110,713 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $33,317,806 | 123,835 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $31,771,962 | 107,052 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $20,873,721 | 76,968 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $19,430,286 | 83,914 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $16,871,372 | 74,098 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $28,264,172 | 150,871 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $17,669,764 | 118,438 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $20,451,950 | 117,405 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $22,097,526 | 133,965 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $21,944,716 | 148,526 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $21,077,123 | 156,231 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $20,983,324 | 151,373 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $23,932,634 | 127,982 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $20,338,261 | 124,317 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $22,419,031 | 133,821 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $22,354,792 | 135,295 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $15,904,362 | 112,446 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $13,556,186 | 112,118 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $20,762,176 | 207,104 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $19,608,438 | 205,971 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $17,858,758 | 208,606 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||