Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$41,181,599
+$7,821,685 QoQ
Shares Held
121,749
+10.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#278
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, 2026IFM Investors Pty Ltd holds $323,407,415 across 8 Credit Services names. AXP ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
386,751 | $132,690,400 | |
| 2 | MA |
Mastercard Inc
|
186,658 | $95,867,548 | |
| 3 | AXP |
American Express Co
This page
|
121,749 | $41,181,599 | |
| 4 | COF |
Capital One Financial Corp
|
140,716 | $28,230,443 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
184,135 | $7,950,949 | |
| 6 | SYF |
Synchrony Financial
|
94,475 | $7,184,823 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
63,449 | $5,174,265 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
285,967 | $5,127,388 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,181,599 | 121,749 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $33,359,914 | 110,288 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $39,831,776 | 107,668 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,675,976 | 107,406 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $34,395,294 | 107,829 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $29,049,597 | 107,971 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $32,651,945 | 110,017 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $32,467,792 | 119,719 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $28,015,466 | 120,991 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $27,822,807 | 122,196 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $23,570,556 | 125,817 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $19,212,688 | 128,780 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $21,526,068 | 123,571 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $19,122,323 | 115,928 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,670,780 | 112,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,222,030 | 112,831 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $15,534,450 | 112,065 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,914,004 | 106,492 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $14,998,848 | 91,680 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $15,403,043 | 91,942 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $15,153,573 | 91,712 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $10,530,490 | 74,452 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $7,992,876 | 66,106 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,674,851 | 56,607 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,854,057 | 50,988 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,995,097 | 70,028 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||