Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$202,950
+$21,462 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,686
of 2,990 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $519,977 across 5 Credit Services names. AXP ranks #2 (39.0% 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 | $202,950 | 600 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $181,488 | 600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $224,929 | 608 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $212,250 | 639 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $203,509 | 638 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $171,922 | 639 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $189,648 | 639 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $170,584 | 629 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $282,491 | 1,220 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||