Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,432,694
+$589,381 QoQ
Shares Held
7,192
+18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,103
of 2,990 holders
Holding Since
Mar 2022
18 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, 2026Aaron Wealth Advisors LLC holds $20,844,554 across 8 Credit Services names. AXP ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,947 | $9,245,246 | |
| 2 | MA |
Mastercard Inc
|
9,530 | $4,894,608 | |
| 3 | AXP |
American Express Co
This page
|
7,192 | $2,432,694 | |
| 4 | COF |
Capital One Financial Corp
|
9,241 | $1,853,929 | |
| 5 | SYF |
Synchrony Financial
|
10,278 | $781,641 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
14,347 | $619,503 | |
| 7 | ALLY |
Ally Financial Inc.
|
12,269 | $563,760 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,557 | $453,173 |
All Filings in AXP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,432,694 | 7,192 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,843,313 | 6,094 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,727,271 | 7,372 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,770,412 | 5,330 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,399,365 | 4,387 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,161,219 | 4,316 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,254,234 | 4,226 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,104,868 | 4,074 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $855,114 | 3,693 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $743,863 | 3,267 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $551,716 | 2,945 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $427,130 | 2,863 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,258,154 | 12,963 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,122,906 | 12,870 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,866,525 | 12,633 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,555,377 | 11,529 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $229,554 | 1,656 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,273,000 | 238,051 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||