Position in AXP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,289,169
-$168,434 QoQ
Shares Held
4,262
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 60.81651806663538.ToString("F0")%
Shared 0.ToString("F0")%
None 39.18348193336462.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Soltis Investment Advisors LLC holds $10,536,026 across 8 Credit Services names. AXP ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,664 | $4,129,807 | |
| 2 | MA |
Mastercard Inc
|
3,746 | $1,871,726 | |
| 3 | AXP |
American Express Co
This page
|
4,262 | $1,289,169 | |
| 4 | COF |
Capital One Financial Corp
|
7,008 | $1,278,469 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
68,922 | $1,094,481 | |
| 6 | MFIN |
Medallion Financial Corp
|
51,767 | $443,125 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,780 | $216,199 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
3,983 | $213,050 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,289,169 | 4,262 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,457,603 | 3,940 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $1,230,984 | 3,706 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,167,785 | 3,661 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $592,717 | 2,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $646,408 | 2,178 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $630,811 | 2,326 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $441,102 | 1,905 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $392,992 | 1,726 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $322,599 | 1,722 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $246,909 | 1,655 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $428,532 | 2,460 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $226,806 | 1,375 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $227,018 | 1,214 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $202,376 | 1,208 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||