Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$347,044
-$102,441 QoQ
Shares Held
1,026
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,273
of 2,998 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Y.D. More Investments Ltd holds $13,848,000 across 7 Credit Services names. AXP ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
20,986 | $7,200,086 | |
| 2 | MA |
Mastercard Inc
|
11,971 | $6,148,305 | |
| 3 | AXP |
American Express Co
This page
|
1,026 | $347,044 | |
| 4 | COF |
Capital One Financial Corp
|
491 | $98,504 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
568 | $24,526 | |
| 6 | SYF |
Synchrony Financial
|
216 | $16,426 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
370 | $13,109 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,044 | 1,026 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $449,485 | 1,486 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $423,962 | 1,146 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $394,605 | 1,188 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $443,062 | 1,389 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $424,022 | 1,576 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $459,430 | 1,548 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $351,746 | 1,297 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $281,564 | 1,216 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $191,259 | 840 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $153,618 | 820 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $361,785 | 2,425 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $544,026 | 3,123 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $526,850 | 3,194 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $614,787 | 4,161 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||