Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,769,589
+$118,354 QoQ
Shares Held
8,188
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,047
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, 2026LGT Group Foundation holds $360,927,744 across 6 Credit Services names. AXP ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
464,762 | $238,701,760 | |
| 2 | V |
Visa Inc.
|
314,348 | $107,849,651 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
606,650 | $10,877,234 | |
| 4 | AXP |
American Express Co
This page
|
8,188 | $2,769,589 | |
| 5 | COF |
Capital One Financial Corp
|
1,849 | $370,944 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
8,304 | $358,566 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,769,589 | 8,188 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,651,235 | 8,765 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $8,416,360 | 22,750 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,366,310 | 22,177 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,032,551 | 22,047 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $4,734,202 | 17,596 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,743,776 | 19,353 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $5,095,576 | 18,789 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,687,265 | 20,243 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $4,474,563 | 19,652 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,460,772 | 29,149 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $5,089,017 | 34,111 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $5,735,360 | 32,924 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $5,490,359 | 33,285 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $4,866,145 | 32,935 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,774,106 | 27,975 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $5,149,869 | 37,151 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $6,452,622 | 34,506 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,669,624 | 16,318 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||