Strategic Wealth Investment Group, LLC
Position in AXP — American Express Co
CIK 1802365
LOUISVILLE, KY
Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,186,664
-$1,724,698 QoQ
Shares Held
24,203
-26.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#634
of 2,990 holders
Holding Since
Mar 2020
25 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, 2026Strategic Wealth Investment Group, LLC holds $21,211,946 across 3 Credit Services names. AXP ranks #2 (38.6% of the industry book) .
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,186,664 | 24,203 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,911,362 | 32,767 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,001,178 | 32,440 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,655,697 | 47,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,070,815 | 3,357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $862,843 | 3,207 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $118,420,397 | 399,004 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $11,101,029 | 40,933 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,834,790 | 38,155 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $11,488,438 | 61,324 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,204,405 | 54,993 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,307,423 | 47,689 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,488,143 | 39,334 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,890,672 | 33,101 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,788,002 | 28,078 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,756,740 | 27,101 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,441,326 | 29,098 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,144,642 | 25,334 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,759,373 | 22,440 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,010,655 | 18,221 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,927,827 | 13,630 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,275,963 | 10,553 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $956,585 | 9,542 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $813,579 | 8,546 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $489,261 | 5,715 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||