Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,166,491
+$230,317 QoQ
Shares Held
6,405
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,153
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, 2026Parisi Gray Wealth Management holds $12,106,675 across 4 Credit Services names. AXP ranks #2 (17.9% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,166,491 | 6,405 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,936,174 | 6,401 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,357,691 | 6,373 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,115,859 | 6,370 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,032,859 | 6,373 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,713,848 | 6,370 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,889,661 | 6,367 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,723,747 | 6,356 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,470,574 | 6,351 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,435,585 | 6,305 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,180,429 | 6,301 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $939,151 | 6,295 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,097,634 | 6,301 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,039,349 | 6,301 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $928,461 | 6,284 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $844,941 | 6,263 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $865,404 | 6,243 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,164,075 | 6,225 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,019,882 | 6,234 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,046,559 | 6,247 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,029,713 | 6,232 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $879,191 | 6,216 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $750,367 | 6,206 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $627,164 | 6,256 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $593,191 | 6,231 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $536,004 | 6,261 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||