Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$647,410
+$73,908 QoQ
Shares Held
1,914
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,835
of 2,990 holders
Holding Since
Mar 2021
22 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, 2026Steigerwald, Gordon & Koch Inc. holds $30,090,076 across 8 Credit Services names. AXP ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
82,180 | $28,195,136 | |
| 2 | MA |
Mastercard Inc
|
1,488 | $764,236 | |
| 3 | AXP |
American Express Co
This page
|
1,914 | $647,410 | |
| 4 | COF |
Capital One Financial Corp
|
2,158 | $432,937 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
735 | $31,737 | |
| 6 | SLM |
SLM Corp
|
450 | $11,673 | |
| 7 | NAVI |
Navient Corp
|
525 | $4,467 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
70 | $2,480 |
All Filings in AXP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,410 | 1,914 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $573,502 | 1,896 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $675,898 | 1,827 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $608,184 | 1,831 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $586,604 | 1,839 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $506,890 | 1,884 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $484,954 | 1,634 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $442,056 | 1,630 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $377,426 | 1,630 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $371,134 | 1,630 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $308,548 | 1,647 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $242,433 | 1,625 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $283,075 | 1,625 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $270,518 | 1,640 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $247,481 | 1,675 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $212,483 | 1,575 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $218,326 | 1,575 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $294,525 | 1,575 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $268,631 | 1,642 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $275,586 | 1,645 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $271,638 | 1,644 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $232,385 | 1,643 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||