Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,606,011
+$187,380 QoQ
Shares Held
4,748
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,305
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, 2026Wealthcare Advisory Partners LLC holds $17,920,675 across 7 Credit Services names. AXP ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
27,851 | $9,555,399 | |
| 2 | MA |
Mastercard Inc
|
8,431 | $4,330,161 | |
| 3 | AXP |
American Express Co
This page
|
4,748 | $1,606,011 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
29,158 | $1,259,042 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
27,011 | $484,307 | |
| 6 | COF |
Capital One Financial Corp
|
2,024 | $406,054 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,293 | $279,701 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606,011 | 4,748 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,418,631 | 4,690 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,728,406 | 4,672 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,500,698 | 4,518 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,429,349 | 4,481 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,188,124 | 4,416 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,463,471 | 4,931 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,301,217 | 4,798 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,010,252 | 4,363 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,035,989 | 4,550 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $802,564 | 4,284 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $643,008 | 4,310 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $572,421 | 3,286 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $444,705 | 2,696 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $339,677 | 2,299 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $261,050 | 1,935 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $225,534 | 1,627 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $312,290 | 1,670 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $264,704 | 1,618 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $278,937 | 1,665 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $232,643 | 1,408 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $280,475 | 1,983 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $147,506 | 1,723 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||