INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Position in AXP — American Express Co
CIK 1818604
ORLANDO, FL
Position in AXP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,541,405
+$138,503 QoQ
Shares Held
4,557
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,325
of 2,990 holders
Holding Since
Mar 2020
19 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $24,447,146 across 14 Credit Services names. AXP ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
29,910 | $10,261,821 | |
| 2 | MA |
Mastercard Inc
|
15,907 | $8,169,835 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
51,668 | $2,231,024 | |
| 4 | AXP |
American Express Co
This page
|
4,557 | $1,541,405 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
28,120 | $996,291 | |
| 6 | COF |
Capital One Financial Corp
|
2,672 | $536,056 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
17,810 | $319,333 | |
| 8 | SYF |
Synchrony Financial
|
3,163 | $240,546 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,541,405 | 4,557 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,402,902 | 4,638 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,361,785 | 3,681 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $947,320 | 2,852 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $909,730 | 2,852 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $871,452 | 3,239 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $953,586 | 3,213 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $3,354 | 909,737 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $783,565 | 3,384 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $764,127 | 3,356 | Shares | Sole | 2024-04-11 | |
| 2023-06-30 | $659,911 | 58,477 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $627,108 | 43,563 | Shares | Sole | 2023-04-19 | |
| 2022-06-30 | $370,808 | 2,675 | Shares | Sole | 2022-08-17 | |
| 2021-09-30 | $440,436 | 2,629 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $486,437 | 2,944 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $851,609 | 6,021 | Shares | Sole | 2021-04-19 | |
| 2020-09-30 | $477,691 | 4,765 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $407,646 | 4,282 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $372,146 | 4,347 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||