Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,612,605
+$2,573,298 QoQ
Shares Held
46,157
+7.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#470
of 2,998 holders
Holding Since
Mar 2020
25 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, 2026Strategic Wealth Partners, Ltd. holds $19,194,892 across 9 Credit Services names. AXP ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
46,157 | $15,612,605 | |
| 2 | V |
Visa Inc.
|
6,987 | $2,397,169 | |
| 3 | MA |
Mastercard Inc
|
1,837 | $943,483 | |
| 4 | SYF |
Synchrony Financial
|
1,586 | $120,615 | |
| 5 | COF |
Capital One Financial Corp
|
395 | $79,244 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
700 | $30,226 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
631 | $11,313 | |
| 8 | KLAR |
Klarna Group plc
|
10 | $202 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,612,605 | 46,157 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,039,307 | 43,108 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,895,767 | 29,452 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $9,712,026 | 29,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,084,536 | 9,670 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $2,866,397 | 9,658 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,971,809 | 10,958 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,514,633 | 10,860 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $7,793,828 | 34,230 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $6,084,428 | 32,478 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $4,096,757 | 27,460 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,568,569 | 26,226 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $4,404,659 | 26,703 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,803,232 | 25,741 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $3,144,887 | 23,311 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $3,008,054 | 21,700 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $4,235,363 | 22,649 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $3,516,254 | 21,493 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,259,631 | 19,457 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,974,966 | 18,005 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $2,614,235 | 18,483 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,153,769 | 17,813 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,734,525 | 17,302 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,657,527 | 17,411 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,184,756 | 13,839 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||