Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,986,892
+$738,866 QoQ
Shares Held
20,656
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#683
of 2,990 holders
Holding Since
Jun 2023
11 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, 2026Morningstar Investment Management LLC holds $35,364,603 across 5 Credit Services names. AXP ranks #3 (19.8% 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 | $6,986,892 | 20,656 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,248,026 | 20,656 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,354,900 | 27,990 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,363,133 | 55,284 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $614,355 | 2,070 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $561,384 | 2,070 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $493,664 | 2,132 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $485,435 | 2,132 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $399,408 | 2,132 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $334,483 | 2,242 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $390,556 | 2,242 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||