Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,930,731
+$217,787 QoQ
Shares Held
5,708
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,206
of 2,990 holders
Holding Since
Mar 2020
24 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, 2026Crewe Advisors LLC holds $10,197,274 across 10 Credit Services names. AXP ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
17,862 | $6,128,273 | |
| 2 | AXP |
American Express Co
This page
|
5,708 | $1,930,731 | |
| 3 | MA |
Mastercard Inc
|
3,755 | $1,928,568 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
3,105 | $134,073 | |
| 5 | COF |
Capital One Financial Corp
|
155 | $31,096 | |
| 6 | SYF |
Synchrony Financial
|
270 | $20,533 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
137 | $8,352 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
450 | $8,068 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,930,731 | 5,708 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,712,944 | 5,663 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,083,558 | 5,632 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,871,389 | 5,634 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,742,906 | 5,464 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,468,205 | 5,457 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,639,171 | 5,523 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,499,193 | 5,528 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,283,713 | 5,544 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,273,925 | 5,595 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $943,641 | 5,417 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $939,720 | 5,697 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $844,686 | 5,717 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $766,288 | 5,680 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $779,460 | 5,623 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,010,735 | 5,405 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $159,673 | 976 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $37,861 | 226 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $37,341 | 226 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $34,652 | 245 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $29,622 | 245 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $27,669 | 276 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $23,324 | 245 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $20,974 | 245 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||