Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,552,301
-$9,703 QoQ
Shares Held
10,502
-10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#937
of 2,998 holders
Holding Since
Jun 2024
9 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, 2026World Investment Advisors holds $63,144,954 across 10 Credit Services names. AXP ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
110,108 | $37,776,953 | |
| 2 | MA |
Mastercard Inc
|
23,553 | $12,096,820 | |
| 3 | AXP |
American Express Co
This page
|
10,502 | $3,552,301 | |
| 4 | COF |
Capital One Financial Corp
|
17,012 | $3,412,947 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
32,890 | $2,682,179 | |
| 6 | SYF |
Synchrony Financial
|
22,882 | $1,740,176 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
19,397 | $837,562 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
34,630 | $620,915 |
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,552,301 | 10,502 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,562,004 | 11,776 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,382,427 | 11,846 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $2,865,211 | 8,626 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,313,561 | 7,253 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,779,765 | 6,615 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,797,656 | 6,057 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,292,268 | 4,765 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $207,931 | 898 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||