Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$230,686
+$28,327 QoQ
Shares Held
682
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,570
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026Crown Wealth Group, LLC holds $2,465,997 across 4 Credit Services names. AXP ranks #4 (9.4% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,686 | 682 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $202,359 | 669 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $235,288 | 636 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||