Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$832,095
+$321,812 QoQ
Shares Held
2,460
+45.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,668
of 2,990 holders
Holding Since
Jun 2020
16 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, 2026Keebeck Wealth Management holds $10,137,972 across 5 Credit Services names. AXP ranks #3 (8.2% of the industry book) .
All Filings in AXP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,095 | 2,460 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $510,283 | 1,687 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $597,839 | 1,616 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $450,408 | 1,356 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $415,949 | 1,304 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $299,990 | 1,115 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $336,263 | 1,133 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $422,800 | 1,559 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $367,469 | 1,587 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $361,344 | 1,587 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $207,572 | 1,108 | Shares | Other | 2024-02-14 | |
| 2021-06-30 | $1,784,979 | 10,803 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,237,317 | 8,748 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $776,363 | 6,421 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $347,165 | 3,463 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $59,880 | 629 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||