Position in AXP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,577,406
-$426,123 QoQ
Shares Held
18,439
+13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026AE Wealth Management LLC holds $202,408,497 across 11 Credit Services names. AXP ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
200,129 | $99,996,418 | |
| 2 | V |
Visa Inc.
|
302,052 | $91,292,160 | |
| 3 | AXP |
American Express Co
This page
|
18,439 | $5,577,406 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
38,015 | $1,719,406 | |
| 5 | COF |
Capital One Financial Corp
|
8,535 | $1,557,025 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
3,422 | $643,336 | |
| 7 | PRAA |
Pra Group Inc
|
25,765 | $450,881 | |
| 8 | SYF |
Synchrony Financial
|
5,960 | $405,393 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,577,406 | 18,439 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,003,529 | 16,228 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $5,071,404 | 15,268 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $4,547,045 | 14,255 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,449,211 | 12,820 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $4,004,579 | 13,493 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,568,987 | 13,160 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,468,382 | 14,979 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,751,631 | 12,085 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,351,347 | 71,268 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,156,320 | 88,185 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,853,080 | 79,524 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $11,892,565 | 72,098 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $6,689,085 | 45,273 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,476,483 | 70,243 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,246,369 | 66,703 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,087,230 | 59,290 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,862,452 | 48,059 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,428,782 | 44,343 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,832,316 | 29,246 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,797,522 | 26,849 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,752,757 | 22,767 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,839,180 | 28,321 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,519,658 | 26,467 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,187,849 | 25,556 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||