Position in AXP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$32,133
+$13,985 QoQ
Shares Held
95
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,875
of 2,990 holders
Holding Since
Mar 2020
21 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, 2026Cedar Mountain Advisors, LLC holds $388,067 across 16 Credit Services names. AXP ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
361 | $123,855 | |
| 2 | COF |
Capital One Financial Corp
|
585 | $117,362 | |
| 3 | AXP |
American Express Co
This page
|
95 | $32,133 | |
| 4 | ALLY |
Ally Financial Inc.
|
554 | $25,456 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
100 | $21,632 | |
| 6 | MA |
Mastercard Inc
|
42 | $21,571 | |
| 7 | SYF |
Synchrony Financial
|
167 | $12,700 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
74 | $8,017 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,133 | 95 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $18,148 | 60 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,029 | 19 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,646 | 17 | Shares | Sole | 2025-10-24 | |
| 2024-03-31 | $4,098 | 18 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,997 | 16 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,387 | 16 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $31,181 | 179 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $29,526 | 179 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $29,402 | 199 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,847 | 199 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $27,585 | 199 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $42,449 | 227 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $39,100 | 239 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $48,248 | 288 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $47,586 | 288 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $40,734 | 288 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $34,822 | 288 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $28,872 | 288 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $28,084 | 295 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $25,254 | 295 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||