Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,394,604
+$328,967 QoQ
Shares Held
4,123
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,385
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BROOKS, MOORE & ASSOCIATES, INC. holds $3,749,377 across 3 Credit Services names. AXP ranks #2 (37.2% 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 | $1,394,604 | 4,123 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,065,637 | 3,523 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,525,303 | 4,123 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,369,495 | 4,123 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,251,358 | 3,923 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,055,483 | 3,923 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,164,307 | 3,923 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,131,717 | 4,173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $966,258 | 4,173 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,041,226 | 4,573 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $935,013 | 4,991 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $678,516 | 4,548 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $792,261 | 4,548 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $750,192 | 4,548 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $644,781 | 4,364 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $588,747 | 4,364 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $604,937 | 4,364 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $816,068 | 4,364 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $713,950 | 4,364 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $731,100 | 4,364 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $721,063 | 4,364 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $617,244 | 4,364 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $684,834 | 5,664 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $678,091 | 6,764 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $643,932 | 6,764 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $569,306 | 6,650 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||