Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,844,815
+$195,392 QoQ
Shares Held
5,454
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#1,232
of 3,003 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $2,739,211 across 19 Credit Services names. AXP ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
5,454 | $1,844,815 | |
| 2 | V |
Visa Inc.
|
1,237 | $424,402 | |
| 3 | MA |
Mastercard Inc
|
436 | $223,929 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,430 | $61,747 | |
| 5 | COF |
Capital One Financial Corp
|
280 | $56,173 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
2,010 | $36,039 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
164 | $32,680 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
77 | $16,656 |
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,844,815 | 5,454 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,649,423 | 5,453 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,975,163 | 5,339 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,767,091 | 5,320 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,673,369 | 5,246 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,408,745 | 5,236 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,542,120 | 5,196 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,406,172 | 5,185 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,196,418 | 5,167 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,138,677 | 5,001 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $976,228 | 5,211 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $893,200 | 5,987 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,043,980 | 5,993 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $879,260 | 5,951 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||