Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$143,079
-$294,004 QoQ
Shares Held
423
-70.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,745
of 2,990 holders
Holding Since
Mar 2021
19 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, 2026Activest Wealth Management holds $498,238 across 13 Credit Services names. AXP ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
423 | $143,079 | |
| 2 | MA |
Mastercard Inc
|
266 | $136,617 | |
| 3 | V |
Visa Inc.
|
300 | $102,927 | |
| 4 | COF |
Capital One Financial Corp
|
236 | $47,346 | |
| 5 | SYF |
Synchrony Financial
|
219 | $16,654 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
354 | $15,285 | |
| 7 | ALLY |
Ally Financial Inc.
|
269 | $12,360 | |
| 8 | SLM |
SLM Corp
|
354 | $9,182 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,079 | 423 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $437,083 | 1,445 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $536,057 | 1,449 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $183,020 | 551 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $162,998 | 511 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $104,122 | 387 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,505 | 123 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $42,578 | 157 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $178,061 | 769 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,750 | 56 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $8,354 | 56 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,755 | 56 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,237 | 56 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $7,762 | 56 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $10,472 | 56 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $9,161 | 56 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $9,381 | 56 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $17,514 | 106 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $7,920 | 56 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||