Position in AXP
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$351,481
-$56,573 QoQ
Shares Held
1,162
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026TruWealth Advisors, LLC holds $24,269,263 across 4 Credit Services names. AXP ranks #4 (1.4% of the industry book) .
All Filings in AXP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $351,481 | 1,162 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $408,054 | 1,103 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $370,358 | 1,115 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $347,050 | 1,088 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $292,726 | 1,088 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||