Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,037,618
+$709,429 QoQ
Shares Held
6,024
+37.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,184
of 2,990 holders
Holding Since
Mar 2020
25 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, 2026Legacy Advisors, LLC holds $6,995,712 across 6 Credit Services names. AXP ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,090 | $2,089,418 | |
| 2 | AXP |
American Express Co
This page
|
6,024 | $2,037,618 | |
| 3 | MA |
Mastercard Inc
|
2,654 | $1,363,094 | |
| 4 | ENVA |
Enova International, Inc.
|
4,263 | $1,026,231 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,879 | $253,855 | |
| 6 | COF |
Capital One Financial Corp
|
1,124 | $225,496 |
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,037,618 | 6,024 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,328,189 | 4,391 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,622,970 | 4,387 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,235,635 | 3,720 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,432,422 | 5,324 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,527,281 | 5,146 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,363,051 | 5,026 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,152,192 | 4,976 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,076,746 | 4,729 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $868,320 | 4,635 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $677,620 | 4,542 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $778,848 | 4,471 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $733,532 | 4,447 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $654,089 | 4,427 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $573,637 | 4,252 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $580,540 | 4,188 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $942,480 | 5,040 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $752,560 | 4,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $770,638 | 4,600 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $759,397 | 4,596 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $650,058 | 4,596 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $434,792 | 3,596 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $360,499 | 3,596 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $342,339 | 3,596 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $307,853 | 3,596 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||