Position in AXP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$260,790
+$22,134 QoQ
Shares Held
771
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,472
of 2,990 holders
Holding Since
Jun 2024
6 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, 2026Foster Victor Wealth Advisors, LLC holds $26,695,629 across 3 Credit Services names. AXP ranks #3 (1.0% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,790 | 771 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $238,656 | 789 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $271,173 | 733 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $253,105 | 762 | Shares | Sole | 2025-10-10 | |
| 2024-09-30 | $225,367 | 831 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $192,418 | 831 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||