Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$763,768
+$269,819 QoQ
Shares Held
2,258
+38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,731
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026HCR Wealth Advisors holds $14,978,102 across 5 Credit Services names. AXP ranks #3 (5.1% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,768 | 2,258 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $493,949 | 1,633 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $604,128 | 1,633 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $520,494 | 1,567 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $500,798 | 1,570 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $558,009 | 2,074 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $616,729 | 2,078 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $562,740 | 2,075 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $480,466 | 2,075 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $487,028 | 2,139 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $405,591 | 2,165 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $264,812 | 1,775 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $309,205 | 1,775 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $292,786 | 1,775 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $262,256 | 1,775 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $239,465 | 1,775 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $246,050 | 1,775 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $331,925 | 1,775 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $290,390 | 1,775 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $295,690 | 1,765 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $291,630 | 1,765 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $249,641 | 1,765 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $285,952 | 2,365 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $237,091 | 2,365 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $225,148 | 2,365 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $234,314 | 2,737 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||