Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,602,446
+$850,794 QoQ
Shares Held
31,345
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#564
of 2,990 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Legacy Trust holds $30,875,226 across 5 Credit Services names. AXP ranks #2 (34.3% of the industry book) .
All Filings in AXP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,602,446 | 31,345 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,751,652 | 32,239 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,585,724 | 31,317 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,193,658 | 30,689 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,191,089 | 28,814 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,390,593 | 31,186 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,341,465 | 31,475 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,555,817 | 31,548 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,322,305 | 31,623 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,431,117 | 32,637 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $6,116,088 | 32,647 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,881,795 | 32,722 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,606,801 | 32,186 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,236,832 | 31,748 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,716,475 | 31,922 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||