Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$204,303
-$279 QoQ
Shares Held
604
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,674
of 2,990 holders
Holding Since
Mar 2022
9 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, 2026Carmel Capital Partners, LLC holds $2,307,675 across 3 Credit Services names. AXP ranks #3 (8.9% of the industry book) .
All Filings in AXP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,303 | 604 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $204,582 | 553 | Shares | Sole | 2026-01-29 | |
| 2024-09-30 | $230,791 | 851 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $273,455 | 1,201 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $225,370 | 1,203 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $223,188 | 1,496 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $206,078 | 1,183 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $195,135 | 1,183 | Shares | Sole | 2023-04-19 | |
| 2022-03-31 | $219,725 | 1,175 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||