Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,691
-$11,595 QoQ
Shares Held
5
-87.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,975
of 2,990 holders
Holding Since
Dec 2021
8 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, 2026Morton Brown Family Wealth, LLC holds $20,649 across 5 Credit Services names. AXP ranks #3 (8.2% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,691 | 5 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $13,286 | 40 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,311 | 48 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,914 | 48 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,871 | 40 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,848 | 40 | Shares | Sole | 2024-10-24 | |
| 2023-03-31 | $3,463 | 21 | Shares | Sole | 2023-04-26 | |
| 2021-12-31 | $1,145 | 7 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||