Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$601,746
+$63,635 QoQ
Shares Held
1,779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,879
of 2,990 holders
Holding Since
Sep 2022
16 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, 2026Clearstead Trust, LLC holds $13,008,944 across 11 Credit Services names. AXP ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
23,583 | $8,091,091 | |
| 2 | MA |
Mastercard Inc
|
8,045 | $4,131,912 | |
| 3 | AXP |
American Express Co
This page
|
1,779 | $601,746 | |
| 4 | SYF |
Synchrony Financial
|
1,682 | $127,916 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
83 | $17,954 | |
| 6 | CACC |
Credit Acceptance Corp
|
14 | $8,914 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
132 | $8,048 | |
| 8 | SLM |
SLM Corp
|
293 | $7,600 |
All Filings in AXP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,746 | 1,779 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $538,111 | 1,779 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $658,141 | 1,779 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $497,907 | 1,499 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $481,659 | 1,510 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $434,246 | 1,614 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $517,601 | 1,744 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $472,972 | 1,744 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $403,823 | 1,744 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $397,091 | 1,744 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $317,353 | 1,694 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $252,727 | 1,694 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $207,994 | 1,194 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $196,950 | 1,194 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $176,413 | 1,194 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $161,082 | 1,194 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||