Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,825
+$3,577 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,870
of 2,990 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $55,959,156 across 4 Credit Services names. AXP ranks #3 (0.1% of the industry book) .
All Filings in AXP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,825 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,248 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $88,418 | 239 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $84,036 | 253 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $76,236 | 239 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $99,279 | 369 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $188,164 | 634 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $161,364 | 595 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $153,054 | 661 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $170,995 | 751 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $140,692 | 751 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $102,195 | 685 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $119,327 | 685 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $65,155 | 395 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||