Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,688,544
+$177,657 QoQ
Shares Held
4,992
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,277
of 2,990 holders
Holding Since
Mar 2020
23 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, 2026CWA Asset Management Group, LLC holds $50,725,354 across 7 Credit Services names. AXP ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
59,923 | $20,558,982 | |
| 2 | MA |
Mastercard Inc
|
20,910 | $10,739,376 | |
| 3 | SYF |
Synchrony Financial
|
100,193 | $7,619,677 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
33,138 | $7,168,412 | |
| 5 | WU |
Western Union CO
|
288,065 | $2,218,100 | |
| 6 | AXP |
American Express Co
This page
|
4,992 | $1,688,544 | |
| 7 | COF |
Capital One Financial Corp
|
3,650 | $732,263 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,544 | 4,992 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,510,887 | 4,995 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,992,550 | 5,386 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,734,539 | 5,222 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,572,890 | 4,931 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,117,633 | 4,154 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,216,245 | 4,098 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,145,820 | 4,225 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $874,101 | 3,839 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $637,705 | 3,404 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $484,569 | 3,248 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $557,091 | 3,198 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $516,788 | 3,133 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $236,400 | 1,600 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $211,269 | 1,566 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $267,597 | 1,431 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $249,653 | 1,526 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $260,341 | 1,554 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $235,617 | 1,426 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $273,619 | 2,263 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $286,314 | 2,856 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $319,491 | 3,356 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $253,576 | 2,962 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||