Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$453,720
-$149,298 QoQ
Shares Held
1,500
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026CSM Advisors, LLC holds $76,824,657 across 8 Credit Services names. AXP ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYF |
Synchrony Financial
|
450,104 | $30,616,074 | |
| 2 | V |
Visa Inc.
|
61,502 | $18,588,364 | |
| 3 | MA |
Mastercard Inc
|
30,060 | $15,019,779 | |
| 4 | ENVA |
Enova International, Inc.
|
43,956 | $5,970,543 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
29,380 | $4,358,523 | |
| 6 | COF |
Capital One Financial Corp
|
8,595 | $1,567,985 | |
| 7 | AXP |
American Express Co
This page
|
1,500 | $453,720 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,520 | $249,669 |
All Filings in AXP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $453,720 | 1,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $603,018 | 1,630 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,165,484 | 9,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,264,767 | 19,640 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,071,592 | 18,850 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,883,861 | 19,825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,253,144 | 19,370 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,516,382 | 19,505 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,441,093 | 19,505 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,472,346 | 18,535 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,780,752 | 18,639 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,246,913 | 18,639 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,074,503 | 18,639 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,926,512 | 13,039 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,644,417 | 12,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,671,618 | 12,059 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,159,663 | 11,549 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,039,110 | 12,464 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,062,126 | 12,309 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,951,201 | 11,809 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,670,264 | 11,809 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||