Position in AXP
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$3,163,033
-$419,192 QoQ
Shares Held
10,457
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $52,175,914 across 8 Credit Services names. AXP ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
66,519 | $20,104,702 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
263,292 | $11,908,697 | |
| 3 | MA |
Mastercard Inc
|
14,499 | $7,244,570 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
380,821 | $6,047,437 | |
| 5 | AXP |
American Express Co
This page
|
10,457 | $3,163,033 | |
| 6 | COF |
Capital One Financial Corp
|
13,005 | $2,372,502 | |
| 7 | KLAR |
Klarna Group plc
|
84,748 | $1,109,351 | |
| 8 | SYF |
Synchrony Financial
|
3,317 | $225,622 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,163,033 | 10,457 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,582,225 | 9,683 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,158,509 | 9,509 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,869,225 | 8,995 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,364,142 | 8,787 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,252,042 | 7,588 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,952,097 | 7,198 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,703,281 | 7,356 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,811,046 | 7,954 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,677,629 | 8,955 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,446,695 | 9,697 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,803,144 | 10,351 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,705,912 | 10,342 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,516,210 | 10,262 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,404,817 | 10,413 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,498,482 | 10,810 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,203,608 | 11,784 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,854,896 | 11,338 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,885,717 | 11,256 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||