Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,775,474
-$269,290 QoQ
Shares Held
5,249
-22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,245
of 2,990 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $18,353,899 across 7 Credit Services names. AXP ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,615 | $9,817,520 | |
| 2 | MA |
Mastercard Inc
|
10,310 | $5,295,216 | |
| 3 | AXP |
American Express Co
This page
|
5,249 | $1,775,474 | |
| 4 | COF |
Capital One Financial Corp
|
2,612 | $524,019 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
8,687 | $375,104 | |
| 6 | ENVA |
Enova International, Inc.
|
1,525 | $367,113 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
11,124 | $199,453 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,775,474 | 5,249 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,044,764 | 6,760 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,379,888 | 6,433 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,868,732 | 5,626 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,402,555 | 4,397 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,088,038 | 4,044 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,157,184 | 3,899 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $953,810 | 3,517 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $686,485 | 3,015 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $579,629 | 3,094 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,175,617 | 7,880 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $712,303 | 4,089 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $682,068 | 4,135 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $617,299 | 4,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $599,405 | 4,443 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $656,504 | 4,736 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $752,114 | 4,022 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $614,972 | 3,759 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $652,696 | 3,896 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $638,779 | 3,866 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $477,218 | 3,374 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $391,748 | 3,240 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $350,674 | 3,498 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $268,654 | 2,822 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||