Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,186
+$8,315 QoQ
Shares Held
648
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,628
of 2,998 holders
Holding Since
Sep 2025
3 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, 2026Occidental Asset Management, LLC holds $8,945,278 across 4 Credit Services names. AXP ranks #3 (2.5% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,186 | 648 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $210,871 | 570 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $259,084 | 780 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||