Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,271,600
+$3,033,571 QoQ
Shares Held
68,800
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#383
of 2,944 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. AXP ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
197,131 | $67,633,674 | |
| 2 | MA |
Mastercard Inc
|
53,388 | $27,420,076 | |
| 3 | AXP |
American Express Co
This page
|
68,800 | $23,271,600 | |
| 4 | ATLC |
Atlanticus Holdings Corp
|
118,939 | $12,161,512 | |
| 5 | COF |
Capital One Financial Corp
|
45,851 | $9,198,627 | |
| 6 | SYF |
Synchrony Financial
|
18,879 | $1,435,747 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
20,582 | $888,730 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,387 | $615,132 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,271,600 | 68,800 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $20,238,029 | 66,907 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $24,626,831 | 66,568 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $21,659,489 | 65,208 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,134,334 | 59,986 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,080,370 | 63,484 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,146,745 | 57,774 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,611,085 | 57,563 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,001,069 | 56,148 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $12,634,745 | 55,491 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,036,178 | 53,572 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,203,062 | 54,984 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,195,495 | 52,787 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $8,354,222 | 50,647 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $7,107,070 | 48,102 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $6,557,705 | 48,608 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,343,523 | 38,548 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,419,634 | 28,982 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,213,190 | 25,753 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||