Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$807,741
+$117,785 QoQ
Shares Held
2,388
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,695
of 2,998 holders
Holding Since
Dec 2022
11 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, 2026One Wealth Advisors, LLC holds $5,607,870 across 5 Credit Services names. AXP ranks #2 (14.4% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,741 | 2,388 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $689,956 | 2,281 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $831,647 | 2,248 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $779,911 | 2,348 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $749,603 | 2,350 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $630,115 | 2,342 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $379,891 | 1,280 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $339,000 | 1,250 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $288,279 | 1,245 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $286,206 | 1,257 | Shares | Sole | 2024-04-15 | |
| 2022-12-31 | $19,946 | 135 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||