Position in AXP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$357,192
+$24,464 QoQ
Shares Held
1,056
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,241
of 2,990 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, 2026ACIMA PRIVATE WEALTH, LLC holds $2,461,644 across 4 Credit Services names. AXP ranks #4 (14.5% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,192 | 1,056 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $332,728 | 1,100 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $406,945 | 1,100 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $365,376 | 1,100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $318,980 | 1,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $269,050 | 1,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $890,370 | 3,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $813,600 | 3,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $694,650 | 3,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $683,070 | 3,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $562,020 | 3,000 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 | $455,924 | 3,056 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 | $532,355 | 3,056 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 | $513,489 | 3,113 | Shares | Sole | 2024-02-29 | |
| 2022-12-31 | $451,671 | 3,057 | Shares | Sole | 2024-02-29 | |
| 2022-09-30 | $412,419 | 3,057 | Shares | Sole | 2024-02-29 | |
| 2022-06-30 | $423,761 | 3,057 | Shares | Sole | 2024-02-29 | |
| 2022-03-31 | $571,659 | 3,057 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $500,125 | 3,057 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $512,139 | 3,057 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $505,108 | 3,057 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $432,382 | 3,057 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $379,415 | 3,138 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $314,584 | 3,138 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $298,737 | 3,138 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $268,644 | 3,138 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||