Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$307,807
+$41,625 QoQ
Shares Held
910
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,358
of 2,990 holders
Holding Since
Mar 2024
10 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, 2026FWG Holdings, LLC holds $2,202,696 across 4 Credit Services names. AXP ranks #4 (14.0% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,807 | 910 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,182 | 880 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $334,434 | 904 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $300,272 | 904 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $280,702 | 880 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $234,342 | 871 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $258,504 | 871 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $236,215 | 871 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $201,680 | 871 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $198,317 | 871 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||