Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,418,366
+$624,364 QoQ
Shares Held
24,888
-3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#623
of 2,990 holders
Holding Since
Jun 2020
16 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, 2026CHOREO, LLC holds $57,520,597 across 11 Credit Services names. AXP ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
75,573 | $25,928,340 | |
| 2 | MA |
Mastercard Inc
|
23,404 | $12,020,294 | |
| 3 | AXP |
American Express Co
This page
|
24,888 | $8,418,366 | |
| 4 | COF |
Capital One Financial Corp
|
35,136 | $7,048,984 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
13,544 | $1,104,513 | |
| 6 | SYF |
Synchrony Financial
|
12,025 | $914,501 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
16,881 | $728,921 | |
| 8 | ALLY |
Ally Financial Inc.
|
8,617 | $395,951 |
All Filings in AXP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,418,366 | 24,888 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,794,002 | 25,767 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,100,770 | 24,600 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,968,186 | 23,989 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,324,737 | 22,963 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,061,427 | 22,529 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,916,690 | 23,305 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,891,092 | 18,035 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,606,391 | 15,575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,102,702 | 4,843 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,056,597 | 5,640 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $682,842 | 4,577 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $780,416 | 4,480 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $834,976 | 5,062 | Shares | Sole | 2023-05-15 | |
| 2020-09-30 | $238,394 | 2,378 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $230,574 | 2,422 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||