Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,147,005
+$461,586 QoQ
Shares Held
3,391
+49.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,513
of 2,990 holders
Holding Since
Mar 2023
8 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, 2026MONECO ADVISORS, LLC holds $8,122,776 across 4 Credit Services names. AXP ranks #3 (14.1% of the industry book) .
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,005 | 3,391 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $685,419 | 2,266 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $797,982 | 2,157 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $743,041 | 2,237 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $680,384 | 2,133 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $431,750 | 1,592 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $360,060 | 1,555 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $254,682 | 1,544 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||