Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$361,251
-$2,661,431 QoQ
Shares Held
1,068
-89.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,239
of 2,990 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $5,081,904 across 7 Credit Services names. AXP ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,786 | $4,386,748 | |
| 2 | AXP |
American Express Co
This page
|
1,068 | $361,251 | |
| 3 | MA |
Mastercard Inc
|
315 | $161,784 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
6,000 | $107,580 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
161 | $34,827 | |
| 6 | COF |
Capital One Financial Corp
|
138 | $27,685 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
47 | $2,029 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,251 | 1,068 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,022,682 | 9,993 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,664,724 | 9,906 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,247,196 | 9,776 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,140,677 | 9,846 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,705,028 | 10,054 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,946,827 | 9,929 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,619,520 | 9,659 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,205,050 | 9,523 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $196,951 | 865 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $162,049 | 865 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $128,303 | 860 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $150,683 | 865 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $143,506 | 870 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $151,443 | 1,025 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $194,134 | 1,439 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $212,365 | 1,532 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $333,982 | 1,786 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $299,715 | 1,832 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $304,904 | 1,820 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $252,635 | 1,529 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $208,765 | 1,476 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $178,704 | 1,478 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||