Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$849,684
+$403,224 QoQ
Shares Held
2,512
+70.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,655
of 2,990 holders
Holding Since
Dec 2021
17 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, 2026Amplius Wealth Advisors, LLC holds $2,504,981 across 4 Credit Services names. AXP ranks #1 (33.9% of the industry book) .
All Filings in AXP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,684 | 2,512 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $446,460 | 1,476 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $551,595 | 1,491 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $487,943 | 1,469 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $534,610 | 1,676 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $438,551 | 1,630 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $482,877 | 1,627 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $420,360 | 1,550 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $358,439 | 1,548 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $352,464 | 1,548 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $281,010 | 1,500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $217,817 | 1,460 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $254,157 | 1,459 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $245,445 | 1,488 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $214,680 | 1,453 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $273,581 | 1,463 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $229,367 | 1,402 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||