Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,942,231
+$123,722 QoQ
Shares Held
5,742
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,201
of 2,990 holders
Holding Since
Mar 2024
10 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, 2026Apella Capital, LLC holds $19,267,192 across 5 Credit Services names. AXP ranks #3 (10.1% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,231 | 5,742 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,818,509 | 6,012 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,691,781 | 4,573 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,454,860 | 4,380 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,290,912 | 4,047 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $266,897 | 992 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $276,311 | 931 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $260,352 | 960 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $215,573 | 931 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $211,751 | 930 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||