Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,655,262
+$1,730,279 QoQ
Shares Held
7,850
+156.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,066
of 2,990 holders
Holding Since
Jun 2020
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, 2026Wealth Advisory Solutions, LLC holds $6,439,024 across 3 Credit Services names. AXP ranks #2 (41.2% of the industry book) .
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,655,262 | 7,850 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $924,983 | 3,058 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $283,751 | 767 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $254,766 | 767 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $244,657 | 767 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $274,161 | 1,019 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $530,660 | 1,788 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $427,411 | 1,576 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $364,922 | 1,576 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $358,839 | 1,576 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $231,393 | 1,551 | Shares | Sole | 2024-02-07 | |
| 2020-12-31 | $491,378 | 4,064 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $247,216 | 2,466 | Shares | Sole | 2020-12-29 | |
| 2020-06-30 | $232,478 | 2,442 | Shares | Sole | 2020-12-23 | |
| No filing history on record for this holder in this stock. | ||||||