Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$803,682
+$99,509 QoQ
Shares Held
2,376
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,695
of 2,990 holders
Holding Since
Sep 2023
12 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $3,551,465 across 5 Credit Services names. AXP ranks #2 (22.6% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,682 | 2,376 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $704,173 | 2,328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $162,038 | 438 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $110,941 | 334 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $106,539 | 334 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $80,715 | 300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $89,037 | 300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,360 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,465 | 300 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $68,307 | 300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $56,202 | 300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,757 | 300 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||