Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,877,154
+$357,194 QoQ
Shares Held
8,506
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,032
of 2,998 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $10,232,213 across 4 Credit Services names. AXP ranks #2 (28.1% of the industry book) .
All Filings in AXP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,877,154 | 8,506 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,519,960 | 8,331 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,077,614 | 8,319 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,763,571 | 8,320 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,652,956 | 8,317 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,194,909 | 8,158 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,377,584 | 8,011 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||