Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,761,606
+$243,459 QoQ
Shares Held
5,208
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,248
of 2,990 holders
Holding Since
Mar 2022
18 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, 2026Everhart Financial Group, Inc. holds $10,720,878 across 5 Credit Services names. AXP ranks #3 (16.4% of the industry book) .
All Filings in AXP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,761,606 | 5,208 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,518,147 | 5,019 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,423,912 | 6,552 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,642,863 | 4,946 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,356,940 | 4,254 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,072,702 | 3,987 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,303,798 | 4,393 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $929,402 | 3,427 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $676,126 | 2,920 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $540,536 | 2,374 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $356,320 | 1,902 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $360,592 | 2,417 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $376,446 | 2,161 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $349,199 | 2,117 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $235,513 | 1,594 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $314,340 | 2,330 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $234,960 | 1,695 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $270,028 | 1,444 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||