Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,149,710
+$124,911 QoQ
Shares Held
3,399
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,512
of 2,990 holders
Holding Since
Jun 2021
19 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, 2026Advisor OS, LLC holds $8,261,881 across 5 Credit Services names. AXP ranks #3 (13.9% of the industry book) .
All Filings in AXP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,710 | 3,399 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,024,799 | 3,388 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,949,263 | 5,269 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,941,141 | 5,844 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,036,046 | 6,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,562,641 | 5,808 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,579,811 | 5,323 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $875,703 | 3,229 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $698,353 | 3,016 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $608,611 | 2,673 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $464,602 | 2,480 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $319,562 | 2,142 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $381,321 | 2,189 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $249,565 | 1,513 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $260,481 | 1,763 | Shares | Sole | 2023-02-01 | |
| 2022-03-31 | $245,718 | 1,314 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $339,468 | 2,075 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $381,298 | 2,276 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $389,115 | 2,355 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||