Position in AXP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,561,998
-$1,119,294 QoQ
Shares Held
18,388
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $16,344,059 across 7 Credit Services names. AXP ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
18,388 | $5,561,998 | |
| 2 | V |
Visa Inc.
|
15,977 | $4,828,884 | |
| 3 | MA |
Mastercard Inc
|
8,696 | $4,345,040 | |
| 4 | COF |
Capital One Financial Corp
|
5,032 | $917,984 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
7,990 | $361,384 | |
| 6 | SYF |
Synchrony Financial
|
3,045 | $207,118 | |
| 7 | WU |
Western Union CO
|
13,935 | $121,651 |
All Filings in AXP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,561,998 | 18,388 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,681,292 | 18,060 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,174,187 | 18,588 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,926,644 | 18,580 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,681,735 | 17,401 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,071,476 | 10,349 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,792,630 | 6,610 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,312,423 | 5,668 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,038,038 | 4,559 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $763,035 | 4,073 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $492,625 | 3,302 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $573,466 | 3,292 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $766,852 | 4,649 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $627,492 | 4,247 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $427,797 | 3,171 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $217,633 | 1,570 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $419,067 | 2,241 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $373,171 | 2,281 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||