Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,570,700
-$36,337 QoQ
Shares Held
7,600
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,082
of 2,990 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $33,778,679 across 5 Credit Services names. AXP ranks #3 (7.6% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,570,700 | 7,600 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,607,037 | 7,047 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,256,362 | 6,793 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,657,101 | 5,195 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $984,453 | 3,659 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,844,549 | 6,215 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,664,083 | 6,136 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $839,600 | 3,626 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,006,404 | 8,812 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $844,154 | 4,506 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $476,811 | 3,196 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $815,842 | 4,946 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,235,781 | 8,364 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||