Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,272,435
+$590,649 QoQ
Shares Held
12,631
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#864
of 2,990 holders
Holding Since
Dec 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, 2026Wedmont Private Capital holds $26,937,993 across 9 Credit Services names. AXP ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,628 | $11,880,520 | |
| 2 | MA |
Mastercard Inc
|
11,212 | $5,758,483 | |
| 3 | AXP |
American Express Co
This page
|
12,631 | $4,272,435 | |
| 4 | COF |
Capital One Financial Corp
|
11,261 | $2,259,181 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
9,959 | $812,156 | |
| 6 | SYF |
Synchrony Financial
|
10,222 | $777,383 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
2,348 | $507,919 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
25,195 | $451,746 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,272,435 | 12,631 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,681,786 | 12,172 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,548,535 | 12,295 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,047,369 | 12,185 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,840,519 | 12,040 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,107,527 | 11,550 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,383,999 | 11,402 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,782,783 | 10,261 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,239,320 | 9,671 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,119,793 | 9,310 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,706,105 | 9,107 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,268,115 | 8,500 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,511,533 | 8,677 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,097,412 | 6,653 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $644,337 | 4,361 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $598,865 | 4,439 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $511,230 | 3,688 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $567,545 | 3,035 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $314,439 | 1,922 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||