Position in AXP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,643,218
+$274,194 QoQ
Shares Held
4,858
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,290
of 2,990 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $4,685,836 across 4 Credit Services names. AXP ranks #1 (35.1% of the industry book) .
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,643,218 | 4,858 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,369,024 | 4,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,506,436 | 4,072 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,731,550 | 5,213 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,003,830 | 3,147 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $312,905 | 1,163 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||