Position in AXP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$707,198
-$173,283 QoQ
Shares Held
2,338
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Sound Income Strategies, LLC holds $2,661,298 across 18 Credit Services names. AXP ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,787 | $1,144,582 | |
| 2 | AXP |
American Express Co
This page
|
2,338 | $707,198 | |
| 3 | MA |
Mastercard Inc
|
1,042 | $520,645 | |
| 4 | COF |
Capital One Financial Corp
|
639 | $116,572 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,379 | $62,372 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
853 | $39,084 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
350 | $18,721 | |
| 8 | ENVA |
Enova International, Inc.
|
66 | $8,964 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $707,198 | 2,338 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $880,481 | 2,380 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $148,807 | 448 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $184,051 | 577 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $176,496 | 656 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $162,047 | 546 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $315,676 | 1,164 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $117,395 | 507 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $112,934 | 496 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $63,508 | 339 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $38,640 | 259 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $60,447 | 347 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $57,237 | 347 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $51,269 | 347 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $30,219 | 224 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $31,882 | 230 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $43,010 | 230 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $36,646 | 224 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $37,526 | 224 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $37,011 | 224 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $31,682 | 224 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $27,083 | 224 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $22,456 | 224 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $21,324 | 224 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $28,165 | 329 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||