Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,120,633
+$1,101,583 QoQ
Shares Held
18,095
+9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#735
of 2,990 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $81,239,659 across 11 Credit Services names. AXP ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
83,676 | $42,975,993 | |
| 2 | V |
Visa Inc.
|
73,044 | $25,060,665 | |
| 3 | AXP |
American Express Co
This page
|
18,095 | $6,120,633 | |
| 4 | COF |
Capital One Financial Corp
|
16,651 | $3,340,523 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
31,968 | $1,132,626 | |
| 6 | SYF |
Synchrony Financial
|
11,473 | $872,521 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
12,096 | $522,305 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
4,755 | $387,770 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,120,633 | 18,095 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,019,050 | 16,593 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,357,220 | 17,184 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,596,231 | 16,848 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,186,295 | 16,259 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,488,023 | 16,681 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,767,634 | 16,064 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,499,293 | 12,903 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,879,555 | 12,436 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,218,398 | 14,135 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,473,824 | 13,205 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $969,735 | 6,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,437,846 | 8,254 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,309,043 | 7,936 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,067,789 | 7,227 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $857,083 | 6,353 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $887,861 | 6,405 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,344,904 | 7,192 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $947,244 | 5,790 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $650,686 | 3,884 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $362,018 | 2,191 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $287,264 | 2,031 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $47,790 | 502 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||