Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$369,707
+$44,541 QoQ
Shares Held
1,093
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,221
of 2,984 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Performance Wealth Partners, LLC holds $22,901,542 across 5 Credit Services names. AXP ranks #4 (1.6% of the industry book) .
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,707 | 1,093 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $325,166 | 1,075 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $397,696 | 1,075 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $362,054 | 1,090 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $351,196 | 1,101 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||