Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,669,830
+$4,190,106 QoQ
Shares Held
37,457
+33.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#513
of 2,944 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $106,342,444 across 41 Credit Services names. AXP ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
175,952 | $60,367,371 | |
| 2 | AXP |
American Express Co
This page
|
37,457 | $12,669,830 | |
| 3 | MA |
Mastercard Inc
|
21,289 | $10,934,030 | |
| 4 | COF |
Capital One Financial Corp
|
51,351 | $10,302,037 | |
| 5 | ALLY |
Ally Financial Inc.
|
54,444 | $2,501,701 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
31,931 | $1,946,833 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
7,253 | $1,568,968 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
32,667 | $1,410,561 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,669,830 | 37,457 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,479,724 | 28,034 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,804,145 | 15,689 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,167,546 | 18,568 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,405,756 | 20,082 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,226,296 | 19,425 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,421,759 | 18,268 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,853,666 | 17,897 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,135,019 | 17,858 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,897,825 | 17,119 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,050,831 | 16,285 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,725,850 | 18,271 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,303,354 | 18,963 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,974,708 | 18,034 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,501,407 | 16,930 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,201,866 | 16,321 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,477,555 | 17,873 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,384,811 | 12,753 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,489,664 | 15,218 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,063,634 | 12,318 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,231,954 | 7,456 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,021,621 | 7,223 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $685,680 | 5,671 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $577,139 | 5,757 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $455,246 | 4,782 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $468,372 | 5,471 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||