Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,180,914
+$1,073,542 QoQ
Shares Held
24,186
+2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#635
of 2,990 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $170,613,635 across 10 Credit Services names. AXP ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
241,478 | $82,848,687 | |
| 2 | MA |
Mastercard Inc
|
145,120 | $74,533,632 | |
| 3 | AXP |
American Express Co
This page
|
24,186 | $8,180,914 | |
| 4 | COF |
Capital One Financial Corp
|
7,268 | $1,458,106 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
27,257 | $1,176,957 | |
| 6 | SLM |
SLM Corp
|
44,741 | $1,160,581 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
22,154 | $397,221 | |
| 8 | SYF |
Synchrony Financial
|
4,591 | $349,145 |
All Filings in AXP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,180,914 | 24,186 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,107,372 | 23,497 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,634,482 | 39,558 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,615,898 | 25,939 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,895,073 | 24,751 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,839,789 | 25,422 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,746,812 | 26,102 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,679,927 | 24,631 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,986,133 | 17,215 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,081,570 | 17,926 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,094,669 | 16,519 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,022,867 | 13,559 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,292,646 | 13,161 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $261,280 | 1,584 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $205,520 | 1,391 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $250,123 | 1,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $605,214 | 4,366 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $544,731 | 2,913 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||