Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,285,011
+$146,779 QoQ
Shares Held
3,799
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,446
of 2,990 holders
Holding Since
Jun 2022
11 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, 2026Aprio Wealth Management, LLC holds $10,167,081 across 5 Credit Services names. AXP ranks #3 (12.6% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,011 | 3,799 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,138,232 | 3,763 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,231,193 | 3,328 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $507,208 | 1,527 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $463,158 | 1,452 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $388,239 | 1,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $328,843 | 1,108 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $282,048 | 1,040 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $227,382 | 982 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $215,167 | 945 | Shares | Sole | 2024-04-10 | |
| 2022-06-30 | $299,003 | 2,157 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||