Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$14,883
+$1,574 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,914
of 2,990 holders
Holding Since
Sep 2020
24 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, 2026Carolina Wealth Advisors, LLC holds $291,732 across 4 Credit Services names. AXP ranks #4 (5.1% of the industry book) .
All Filings in AXP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,883 | 44 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $13,309 | 44 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $17,757 | 48 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,615 | 44 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $14,035 | 44 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,838 | 44 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $13,058 | 44 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,932 | 44 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,704 | 16 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,643 | 16 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,997 | 16 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,387 | 16 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,787 | 16 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,639 | 16 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2 | 16 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,158 | 16 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,217 | 16 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,992 | 16 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,617 | 16 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,680 | 16 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,643 | 16 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,091 | 36 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,934 | 16 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,909 | 39 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||