Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,336,026
+$3,640,020 QoQ
Shares Held
12,819
+457.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#855
of 2,990 holders
Holding Since
Mar 2025
6 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, 2026Costello Asset Management, INC holds $13,831,519 across 5 Credit Services names. AXP ranks #2 (31.3% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,336,026 | 12,819 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $696,006 | 2,301 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $334,804 | 905 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $300,604 | 905 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $288,357 | 904 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $242,952 | 903 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||