Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,864,433
+$1,212,892 QoQ
Shares Held
5,512
+155.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,225
of 2,990 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $7,260,534 across 4 Credit Services names. AXP ranks #3 (25.7% 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 | $1,864,433 | 5,512 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $651,541 | 2,154 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $812,779 | 2,197 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $703,514 | 2,118 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $659,012 | 2,066 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $511,732 | 1,902 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $590,018 | 1,988 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $521,246 | 1,922 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $280,407 | 1,211 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $215,393 | 946 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $290,376 | 1,550 | Shares | Other | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||