Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$249,290
+$50,259 QoQ
Shares Held
737
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,512
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, 2026Bogart Wealth, LLC holds $32,647,236 across 19 Credit Services names. AXP ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
52,693 | $18,078,441 | |
| 2 | MA |
Mastercard Inc
|
26,896 | $13,813,785 | |
| 3 | AXP |
American Express Co
This page
|
737 | $249,290 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
11,084 | $198,736 | |
| 5 | COF |
Capital One Financial Corp
|
909 | $182,363 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
1,610 | $57,042 | |
| 7 | SYF |
Synchrony Financial
|
294 | $22,358 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
314 | $13,558 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,290 | 737 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $199,031 | 658 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $246,756 | 667 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $228,193 | 687 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $214,992 | 674 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $184,837 | 687 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $194,991 | 657 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $172,483 | 636 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $147,265 | 636 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $109,974 | 483 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $90,485 | 483 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $70,268 | 471 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $81,874 | 470 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $75,052 | 455 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $40,335 | 273 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $36,830 | 273 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $40,477 | 292 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $83,028 | 444 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $124,990 | 764 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $129,500 | 773 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $127,722 | 773 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $24,469 | 173 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $17,169 | 142 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $14,235 | 142 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $13,518 | 142 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $12,156 | 142 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||