Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$513,801
+$110,293 QoQ
Shares Held
1,519
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,007
of 2,990 holders
Holding Since
Mar 2022
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, 2026Walkner Condon Financial Advisors LLC holds $2,212,025 across 4 Credit Services names. AXP ranks #3 (23.2% 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 | $513,801 | 1,519 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $403,508 | 1,334 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $557,514 | 1,507 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $457,716 | 1,378 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $430,304 | 1,349 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $365,369 | 1,358 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $392,356 | 1,322 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $360,696 | 1,330 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $360,523 | 1,557 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $526,419 | 2,312 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $402,593 | 2,149 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $296,142 | 1,985 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $342,825 | 1,968 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $320,332 | 1,942 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $226,648 | 1,534 | Shares | Sole | 2023-01-26 | |
| 2022-03-31 | $224,213 | 1,199 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||