Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$651,469
+$68,893 QoQ
Shares Held
1,926
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,832
of 2,990 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BALLAST ADVISORS LLC holds $3,613,708 across 2 Credit Services names. AXP ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,634 | $2,962,239 | |
| 2 | AXP |
American Express Co
This page
|
1,926 | $651,469 |
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,469 | 1,926 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $582,576 | 1,926 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $721,772 | 1,951 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $652,362 | 1,964 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $640,192 | 2,007 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $535,409 | 1,990 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $717,341 | 2,417 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $641,388 | 2,365 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $577,717 | 2,495 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $541,902 | 2,380 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $470,223 | 2,510 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $381,180 | 2,555 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $451,178 | 2,590 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $427,220 | 2,590 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $387,252 | 2,621 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $353,599 | 2,621 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $363,877 | 2,625 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $490,127 | 2,621 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $428,795 | 2,621 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $439,096 | 2,621 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $433,398 | 2,623 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $370,997 | 2,623 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $317,146 | 2,623 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $241,903 | 2,413 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $215,723 | 2,266 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||