Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$396,089
-$151,702 QoQ
Shares Held
1,171
-35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,181
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Aberdeen Wealth Management LLC holds $1,380,137 across 8 Credit Services names. AXP ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
928 | $476,620 | |
| 2 | AXP |
American Express Co
This page
|
1,171 | $396,089 | |
| 3 | V |
Visa Inc.
|
720 | $247,021 | |
| 4 | COF |
Capital One Financial Corp
|
639 | $128,193 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
2,751 | $118,784 | |
| 6 | WU |
Western Union CO
|
1,610 | $12,397 | |
| 7 | SLM |
SLM Corp
|
30 | $778 | |
| 8 | NAVI |
Navient Corp
|
30 | $255 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,089 | 1,171 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $547,791 | 1,811 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $669,979 | 1,811 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $672,956 | 2,026 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $662,202 | 2,076 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $558,547 | 2,076 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $616,136 | 2,076 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $572,503 | 2,111 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $488,802 | 2,111 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $480,653 | 2,111 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $395,474 | 2,111 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $314,940 | 2,111 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $367,736 | 2,111 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $348,209 | 2,111 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $328,152 | 2,221 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $299,635 | 2,221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $307,875 | 2,221 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $415,327 | 2,221 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $363,355 | 2,221 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $379,622 | 2,266 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $407,457 | 2,466 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $348,791 | 2,466 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $299,373 | 2,476 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $248,219 | 2,476 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $235,715 | 2,476 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $213,682 | 2,496 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||