Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$457,990
+$68,094 QoQ
Shares Held
1,354
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,079
of 2,990 holders
Holding Since
Dec 2021
18 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, 20261900 WEALTH MANAGEMENT LLC holds $2,980,173 across 4 Credit Services names. AXP ranks #2 (15.4% of the industry book) .
All Filings in AXP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,990 | 1,354 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $389,896 | 1,289 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $466,137 | 1,260 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $407,228 | 1,226 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $391,069 | 1,226 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $318,555 | 1,184 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $345,760 | 1,165 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $315,948 | 1,165 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,987 | 1,166 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $265,486 | 1,166 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $218,438 | 1,166 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $220,363 | 1,265 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $278,105 | 1,686 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $249,106 | 1,686 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $227,458 | 1,686 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $233,713 | 1,686 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $424,116 | 2,268 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $352,885 | 2,157 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||