Investment Research & Advisory Group, Inc.
Position in AXP — American Express Co
CIK 1802136
ATLANTA, GA
Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$54,120
+$19,940 QoQ
Shares Held
160
+41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,833
of 2,990 holders
Holding Since
Jun 2021
11 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, 2026Investment Research & Advisory Group, Inc. holds $14,023,844 across 4 Credit Services names. AXP ranks #4 (0.4% of the industry book) .
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,120 | 160 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $34,180 | 113 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $60,301 | 163 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $54,142 | 163 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $52,950 | 166 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $40,088 | 149 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $29,384 | 999 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $26,848 | 99 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,228 | 96 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $21,858 | 96 | Shares | Sole | 2024-04-17 | |
| 2021-06-30 | $6,443 | 39 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||