Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,834,896
+$5,665,818 QoQ
Shares Held
37,945
+60.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#515
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$30,248
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Venture Visionary Partners LLC holds $83,092,992 across 9 Credit Services names. AXP ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
110,706 | $37,982,121 | |
| 2 | MA |
Mastercard Inc
|
32,625 | $16,756,200 | |
| 3 | AXP |
American Express Co
This page
|
37,945 | $12,834,896 | |
| 4 | COF |
Capital One Financial Corp
|
57,564 | $11,548,489 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
126,356 | $2,265,563 | |
| 6 | SYF |
Synchrony Financial
|
12,011 | $913,436 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
6,872 | $296,732 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
7,205 | $255,273 |
All Filings in AXP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,834,896 | 37,945 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,169,078 | 23,701 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $30,248 | 100 | Put | Sole | 2026-05-14 | |
| 2025-12-31 | $8,841,435 | 23,899 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,230,924 | 24,780 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $7,791,405 | 24,426 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,519,350 | 24,231 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,122,366 | 23,998 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $6,576,871 | 24,251 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,749,618 | 24,831 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,508,731 | 24,194 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,296,455 | 22,934 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,453,151 | 23,146 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,937,616 | 22,604 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,738,096 | 22,662 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,315,657 | 22,441 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,948,862 | 21,858 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,023,440 | 21,811 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,061,453 | 21,719 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,646,316 | 22,288 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,758,032 | 22,432 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,142,041 | 12,964 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,463,904 | 10,350 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,069,086 | 8,842 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $294,033 | 2,933 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $252,756 | 2,655 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $227,208 | 2,654 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||