Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,798,137
+$18,950 QoQ
Shares Held
5,316
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,239
of 2,990 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Net Worth Advisory Group holds $6,661,694 across 7 Credit Services names. AXP ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,161 | $2,456,867 | |
| 2 | AXP |
American Express Co
This page
|
5,316 | $1,798,137 | |
| 3 | MA |
Mastercard Inc
|
2,036 | $1,045,689 | |
| 4 | COF |
Capital One Financial Corp
|
4,019 | $806,291 | |
| 5 | EZPW |
Ezcorp Inc
|
7,025 | $242,854 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
951 | $205,720 | |
| 7 | WU |
Western Union CO
|
13,784 | $106,136 |
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,798,137 | 5,316 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,779,187 | 5,882 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,257,064 | 6,101 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,952,436 | 5,878 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,085,810 | 6,539 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $589,757 | 2,192 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||