Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,051,957
+$116,387 QoQ
Shares Held
3,110
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,543
of 2,990 holders
Holding Since
Dec 2022
13 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, 2026CFO4Life Group, LLC holds $17,455,323 across 4 Credit Services names. AXP ranks #3 (6.0% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,957 | 3,110 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $935,570 | 3,093 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,153,874 | 3,119 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,091,145 | 3,285 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,035,728 | 3,247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $847,238 | 3,149 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,012,053 | 3,410 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $914,215 | 3,371 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $846,083 | 3,654 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $635,847 | 4,262 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $760,731 | 4,367 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $724,790 | 4,394 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $653,941 | 4,426 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||