Skip to main content

WP Advisors, LLC

Position in AXP — American Express Co

CIK 1697796 San Francisco, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$5,572,330
+$609,844 QoQ
Shares Held
16,474
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#770
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026

WP Advisors, LLC holds $17,750,462 across 3 Credit Services names. AXP ranks #2 (31.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AXP
American Express Co
This page
16,474 $5,572,330

All Filings in AXP

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,572,330 16,474
2026-03-31 $4,962,486 16,406
2025-12-31 $6,101,215 16,492
2025-09-30 $5,618,154 16,914
2025-06-30 $5,380,554 16,868
2025-03-31 $4,458,696 16,572
2024-12-31 $4,868,246 16,403
2024-09-30 $4,437,916 16,364
2024-06-30 $4,104,918 17,728
2024-03-31 $4,094,776 17,984
2023-12-31 $3,417,643 18,243
2023-09-30 $2,727,491 18,282
2023-06-30 $3,191,866 18,323
2023-03-31 $3,010,337 18,250
2022-12-31 $2,679,150 18,133
2022-09-30 $2,456,846 18,211
2022-06-30 $2,516,507 18,154
2022-03-31 $3,428,084 18,332
2021-12-31 $2,954,779 18,061
2021-09-30 $3,050,386 18,208
2021-06-30 $3,053,946 18,483
2021-03-31 $2,625,692 18,564
2020-12-31 $2,187,745 18,094
2020-09-30 $1,803,196 17,987
2020-06-30 $520,648 5,469
2020-03-31 $465,889 5,442