Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,219,197
+$677,158 QoQ
Shares Held
15,430
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#796
of 2,990 holders
Holding Since
Mar 2020
25 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, 2026IHT Wealth Management, LLC holds $25,954,730 across 5 Credit Services names. AXP ranks #3 (20.1% of the industry book) .
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,219,197 | 15,430 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,542,039 | 15,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,711,683 | 12,736 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,462,435 | 10,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,305,270 | 10,362 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,497,053 | 9,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,786,379 | 6,019 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,393,968 | 5,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,091,526 | 4,714 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,081,527 | 4,750 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,010,324 | 5,393 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $795,630 | 5,333 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $916,292 | 5,260 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,018,566 | 6,175 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,738,131 | 11,764 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,618,245 | 11,995 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,425,845 | 10,286 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,881,594 | 10,062 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $535,135 | 3,271 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $544,304 | 3,249 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $608,376 | 3,682 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $544,826 | 3,852 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $435,759 | 3,604 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $383,356 | 3,824 | Shares | Sole | 2020-11-19 | |
| 2020-03-31 | $259,740 | 3,034 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||