Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,985,128
+$1,718,949 QoQ
Shares Held
14,738
+36.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#813
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, 2026MISSION WEALTH MANAGEMENT, LP holds $43,901,524 across 10 Credit Services names. AXP ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
80,647 | $27,669,179 | |
| 2 | MA |
Mastercard Inc
|
12,666 | $6,505,257 | |
| 3 | AXP |
American Express Co
This page
|
14,738 | $4,985,128 | |
| 4 | COF |
Capital One Financial Corp
|
9,319 | $1,869,577 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
16,451 | $1,341,579 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
2,027 | $438,480 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
5,057 | $308,325 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
6,457 | $278,813 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,985,128 | 14,738 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,266,179 | 10,798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,881,515 | 10,492 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,440,845 | 10,359 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,290,278 | 10,315 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,737,852 | 10,176 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,865,804 | 9,656 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,793,088 | 10,299 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,385,196 | 10,301 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,322,209 | 10,199 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,873,025 | 9,998 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,465,045 | 9,820 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,758,200 | 10,093 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,575,437 | 9,551 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,314,827 | 8,899 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,122,721 | 8,322 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,174,665 | 8,474 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $865,062 | 4,626 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $753,868 | 4,608 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $830,613 | 4,958 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $817,392 | 4,947 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $724,597 | 5,123 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $488,113 | 4,037 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $379,145 | 3,782 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $347,099 | 3,646 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $232,516 | 2,716 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||