Capital Investment Advisory Services, LLC
Position in AXP — American Express Co
CIK 1659203
RALEIGH, NC
Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,034,706
+$135,433 QoQ
Shares Held
3,059
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,554
of 2,990 holders
Holding Since
Dec 2020
12 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, 2026Capital Investment Advisory Services, LLC holds $12,892,613 across 7 Credit Services names. AXP ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,892 | $6,824,746 | |
| 2 | MA |
Mastercard Inc
|
3,886 | $1,995,849 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
39,973 | $1,726,034 | |
| 4 | AXP |
American Express Co
This page
|
3,059 | $1,034,706 | |
| 5 | COF |
Capital One Financial Corp
|
3,521 | $706,383 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
5,650 | $344,480 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
14,524 | $260,415 |
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,706 | 3,059 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $899,273 | 2,973 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,100,971 | 2,976 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $423,836 | 1,276 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $415,630 | 1,303 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $280,350 | 1,042 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $311,035 | 1,048 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $265,504 | 979 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $217,888 | 941 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $215,850 | 948 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $206,261 | 1,103 | Shares | Sole | 2022-05-03 | |
| 2020-12-31 | $242,303 | 2,004 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||