Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$144,771
+$34,669 QoQ
Shares Held
428
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,743
of 2,990 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026High Note Wealth, LLC holds $789,002 across 7 Credit Services names. AXP ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
725 | $248,740 | |
| 2 | MA |
Mastercard Inc
|
449 | $230,606 | |
| 3 | AXP |
American Express Co
This page
|
428 | $144,771 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,797 | $120,774 | |
| 5 | COF |
Capital One Financial Corp
|
174 | $34,907 | |
| 6 | ALLY |
Ally Financial Inc.
|
106 | $4,870 | |
| 7 | SYF |
Synchrony Financial
|
57 | $4,334 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,771 | 428 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $110,102 | 364 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $141,320 | 382 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $114,263 | 344 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $109,091 | 342 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $92,015 | 342 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $101,502 | 342 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||