Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$828,374
+$88,508 QoQ
Shares Held
2,449
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,670
of 2,990 holders
Holding Since
Jun 2023
13 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, 2026Opal Wealth Advisors, LLC holds $2,679,308 across 3 Credit Services names. AXP ranks #2 (30.9% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,374 | 2,449 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $739,866 | 2,446 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $902,308 | 2,439 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $812,795 | 2,447 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $829,348 | 2,600 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $657,020 | 2,442 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $635,724 | 2,142 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $571,960 | 2,109 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $489,496 | 2,114 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $487,939 | 2,143 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $400,720 | 2,139 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $316,431 | 2,121 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $315,476 | 1,811 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||