Position in AXP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$23,365,369
-$15,962,165 QoQ
Shares Held
77,246
-27.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 50.13334023768221.ToString("F0")%
Shared 0.ToString("F0")%
None 49.86665976231779.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$423,472
PutShares
1,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $172,303,511 across 11 Credit Services names. AXP ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
251,792 | $76,101,612 | |
| 2 | MA |
Mastercard Inc
|
101,679 | $50,804,928 | |
| 3 | AXP |
American Express Co
This page
|
77,246 | $23,365,369 | |
| 4 | COF |
Capital One Financial Corp
|
47,377 | $8,642,985 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
101,679 | $5,438,809 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
79,376 | $3,590,175 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
130,992 | $2,080,152 | |
| 8 | CACC |
Credit Acceptance Corp
|
2,468 | $1,045,099 |
All Filings in AXP
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,365,369 | 77,246 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $423,472 | 1,400 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $39,327,534 | 106,305 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $517,930 | 1,400 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $34,544,306 | 103,999 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $465,024 | 1,400 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $22,897,659 | 71,784 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $159,490 | 500 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $134,525 | 500 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $24,360,592 | 90,543 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,104,188 | 61,000 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $148,395 | 500 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $18,479,024 | 68,138 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $271,200 | 1,000 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $231,550 | 1,000 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $8,048,908 | 34,761 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $92,620 | 400 | Call | Sole | 2024-08-15 | |
| 2024-03-31 | $227,690 | 1,000 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $16,049,411 | 70,488 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,593,368 | 67,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,914,122 | 66,453 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,384,347 | 30,909 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,852,901 | 23,358 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,395,914 | 16,216 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,132,657 | 15,808 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,335,747 | 16,850 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,289,517 | 17,591 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,754,696 | 16,838 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,924,068 | 17,454 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $3,311,870 | 20,044 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,845,065 | 20,115 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,254,850 | 18,649 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,242,880 | 42,323 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,426,666 | 67,507 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,125,193 | 36,505 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||