Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,319,585
+$290,551 QoQ
Shares Held
9,814
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#965
of 2,990 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $14,972,801 across 5 Credit Services names. AXP ranks #3 (22.2% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,319,585 | 9,814 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,029,034 | 10,014 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,924,429 | 10,608 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,274,101 | 9,857 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,835,091 | 5,753 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,867,745 | 6,942 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,026,778 | 6,829 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,844,431 | 6,801 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,547,448 | 6,683 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,496,606 | 6,573 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||