Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$623,394
+$57,454 QoQ
Shares Held
1,843
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,860
of 2,990 holders
Holding Since
Dec 2023
10 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, 2026NWAM LLC holds $9,012,796 across 4 Credit Services names. AXP ranks #4 (6.9% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,394 | 1,843 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $565,940 | 1,871 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $697,725 | 1,886 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $640,736 | 1,929 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $420,096 | 1,317 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $359,450 | 1,336 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $361,490 | 1,218 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $351,475 | 1,296 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $296,452 | 1,302 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $281,946 | 1,505 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||