Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$698,148
-$278,862 QoQ
Shares Held
2,064
-36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,788
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$69,465
PutShares
300
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, 2026SteelPeak Wealth, LLC holds $28,453,503 across 6 Credit Services names. AXP ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,369 | $11,791,660 | |
| 2 | MA |
Mastercard Inc
|
19,913 | $10,227,316 | |
| 3 | SYF |
Synchrony Financial
|
42,605 | $3,240,110 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
20,428 | $1,665,903 | |
| 5 | COF |
Capital One Financial Corp
|
4,139 | $830,366 | |
| 6 | AXP |
American Express Co
This page
|
2,064 | $698,148 |
All Filings in AXP
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,148 | 2,064 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $977,010 | 3,230 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,076,184 | 2,909 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,378,934 | 22,215 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $976,716 | 3,062 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $979,342 | 3,640 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,075,863 | 3,625 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $795,429 | 2,933 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $69,465 | 300 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $5,482,409 | 23,677 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $250,459 | 1,100 | Put | Sole | 2024-04-18 | |
| 2024-03-31 | $5,440,197 | 23,893 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $575,695 | 3,073 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $500,234 | 3,353 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $846,437 | 4,859 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $758,605 | 4,599 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $701,221 | 4,746 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,024,911 | 7,597 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $815,501 | 5,883 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,700 | 100 | Call | Sole | 2022-05-10 | |
| 2022-03-31 | $681,054 | 3,642 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,083,282 | 12,734 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,617,475 | 21,593 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $763,693 | 4,622 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $812,148 | 5,742 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $664,400 | 5,495 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $381,351 | 3,804 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $40,100 | 400 | Call | Sole | 2020-10-26 | |
| 2020-06-30 | $589,097 | 6,188 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $547,989 | 6,401 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||