Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,824
+$1,145 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,935
of 2,998 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, 2026HighMark Wealth Management LLC holds $305,350 across 6 Credit Services names. AXP ranks #5 (3.5% 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 | $10,824 | 32 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,679 | 32 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,318 | 36 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,282 | 43 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $20,095 | 63 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,569 | 43 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,761 | 43 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,661 | 43 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,725 | 42 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,562 | 42 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,868 | 42 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,265 | 42 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $7,316 | 42 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,742 | 53 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,387 | 50 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,158 | 16 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,079 | 15 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,805 | 15 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,454 | 15 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,512 | 15 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,478 | 15 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,121 | 15 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,231 | 35 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,508 | 35 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $6,078 | 71 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||