Position in AXP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,689,653
-$5,509,943 QoQ
Shares Held
5,586
-71.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Spire Wealth Management holds $33,817,415 across 14 Credit Services names. AXP ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
34,185 | $17,080,876 | |
| 2 | V |
Visa Inc.
|
40,318 | $12,185,711 | |
| 3 | AXP |
American Express Co
This page
|
5,586 | $1,689,653 | |
| 4 | COF |
Capital One Financial Corp
|
7,038 | $1,283,942 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
78,120 | $1,240,545 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
2,557 | $117,161 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
2,552 | $115,426 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
1,000 | $53,490 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,689,653 | 5,586 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,199,596 | 19,461 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,998,274 | 6,016 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,949,605 | 6,112 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,102,625 | 7,815 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,056,869 | 3,561 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $900,384 | 3,320 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $878,269 | 3,793 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $982,482 | 4,315 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $800,503 | 4,273 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $606,308 | 4,064 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $740,001 | 4,248 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $668,542 | 4,053 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $361,692 | 2,448 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $226,378 | 1,678 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $665,930 | 4,804 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,182,851 | 11,673 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,487,124 | 9,090 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $726,242 | 4,335 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $696,444 | 4,215 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,115,820 | 7,889 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||