Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,045,010
+$571,942 QoQ
Shares Held
29,697
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#581
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $16,744,185 across 2 Credit Services names. AXP ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
29,697 | $10,045,010 | |
| 2 | V |
Visa Inc.
|
19,526 | $6,699,175 |
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,045,010 | 29,697 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,473,068 | 31,318 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,589,053 | 31,326 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,385,978 | 31,268 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,000,979 | 31,353 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,385,481 | 31,167 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,534,972 | 32,127 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,881,257 | 32,748 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,647,864 | 33,029 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,778,573 | 34,163 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,457,755 | 23,795 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,542,964 | 23,748 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,264,590 | 24,481 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,401,360 | 26,683 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,717,362 | 31,928 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,400,224 | 32,616 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,000,859 | 43,290 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $8,455,018 | 45,214 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $7,465,068 | 45,630 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $8,189,704 | 48,885 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $9,757,492 | 59,054 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $8,378,481 | 59,237 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $7,055,340 | 58,352 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,624,927 | 56,109 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,633,098 | 48,667 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,092,586 | 47,805 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||