Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,322,230
+$1,309,532 QoQ
Shares Held
18,691
+12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#722
of 2,990 holders
Holding Since
Mar 2022
16 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, 2026Zhang Financial LLC holds $11,100,082 across 4 Credit Services names. AXP ranks #1 (57.0% of the industry book) .
All Filings in AXP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,322,230 | 18,691 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,012,698 | 16,572 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $4,437,325 | 13,359 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,902,082 | 12,233 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,228,061 | 11,998 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,803,478 | 9,446 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,365,406 | 8,722 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,933,210 | 8,349 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,646,881 | 7,233 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,007,701 | 5,379 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $752,365 | 5,043 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $787,035 | 4,518 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $509,695 | 3,090 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $300,714 | 2,229 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $308,568 | 2,226 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $297,330 | 1,590 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||