Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$235,083
+$27,886 QoQ
Shares Held
695
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,559
of 2,990 holders
Holding Since
Mar 2024
2 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, 2026CM WEALTH ADVISORS LLC holds $4,656,907 across 4 Credit Services names. AXP ranks #4 (5.0% of the industry book) .
All Filings in AXP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,083 | 695 | Shares | Sole | 2026-08-10 | |
| 2024-03-31 | $207,197 | 910 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||