Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,633,177
+$3,298,349 QoQ
Shares Held
55,087
+8.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#432
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $149,420,351 across 5 Credit Services names. AXP ranks #3 (12.5% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,633,177 | 55,087 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $15,334,828 | 50,697 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,496,389 | 49,997 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $16,387,777 | 49,337 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $16,083,290 | 50,421 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,313,131 | 49,482 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $14,230,783 | 47,949 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $12,519,676 | 46,164 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $10,398,910 | 44,910 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $9,520,857 | 41,815 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $6,930,081 | 36,992 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||