Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$150,521
+$21,665 QoQ
Shares Held
445
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,741
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, 2026Beaird Harris Wealth Management, LLC holds $332,379 across 10 Credit Services names. AXP ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
445 | $150,521 | |
| 2 | V |
Visa Inc.
|
348 | $119,395 | |
| 3 | MA |
Mastercard Inc
|
66 | $33,897 | |
| 4 | COF |
Capital One Financial Corp
|
64 | $12,839 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
68 | $7,367 | |
| 6 | SYF |
Synchrony Financial
|
40 | $3,042 | |
| 7 | ALLY |
Ally Financial Inc.
|
64 | $2,940 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
80 | $1,434 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,521 | 445 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $128,856 | 426 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $155,379 | 420 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $141,832 | 427 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $136,204 | 427 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $107,889 | 401 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $119,012 | 401 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $76,478 | 282 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $63,213 | 273 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $114,983 | 505 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $98,166 | 524 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $74,595 | 500 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $83,790 | 481 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $79,176 | 480 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $83,331 | 564 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $64,756 | 480 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $66,398 | 479 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $112,574 | 602 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $180,287 | 1,102 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||