Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,599,246
+$252,908 QoQ
Shares Held
4,728
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#1,307
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Whelan Financial holds $5,519,539 across 4 Credit Services names. AXP ranks #2 (29.0% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,246 | 4,728 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,346,338 | 4,451 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,501,257 | 4,058 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,240,949 | 3,736 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,277,514 | 4,005 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $757,375 | 2,815 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $279,576 | 942 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||