Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,594,377
+$219,002 QoQ
Shares Held
7,670
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,077
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20%
Shared 80%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $23,042,466 across 9 Credit Services names. AXP ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
33,052 | $11,339,810 | |
| 2 | MA |
Mastercard Inc
|
6,759 | $3,471,422 | |
| 3 | AXP |
American Express Co
This page
|
7,670 | $2,594,377 | |
| 4 | SEZL |
Sezzle Inc.
|
9,092 | $1,560,459 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
72,255 | $1,295,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
28,052 | $1,211,285 | |
| 7 | COF |
Capital One Financial Corp
|
4,245 | $851,631 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,594,377 | 7,670 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $2,375,375 | 7,853 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,044,738 | 2,824 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $969,907 | 2,920 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,133,973 | 3,555 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $994,677 | 3,697 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,496,597 | 8,412 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,354,016 | 8,680 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $620,554 | 2,680 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $832,434 | 3,656 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $503,569 | 2,688 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $525,909 | 3,019 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,744,841 | 10,578 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,165,008 | 7,885 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,413,317 | 10,476 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,997,934 | 21,627 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,654,576 | 8,848 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,254,321 | 7,667 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,215,095 | 7,253 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,076,803 | 6,517 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $957,407 | 6,769 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $816,142 | 6,750 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $649,419 | 6,478 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $521,886 | 5,482 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $369,663 | 4,318 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||