Position in AXP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,040,118
+$51,009 QoQ
Shares Held
3,075
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,549
of 2,990 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, 2026Byrne Asset Management LLC holds $5,065,708 across 8 Credit Services names. AXP ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,331 | $2,515,192 | |
| 2 | AXP |
American Express Co
This page
|
3,075 | $1,040,118 | |
| 3 | MA |
Mastercard Inc
|
1,560 | $801,216 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
10,215 | $441,083 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
1,203 | $239,721 | |
| 6 | COF |
Capital One Financial Corp
|
100 | $20,062 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
100 | $8,155 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
9 | $161 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,118 | 3,075 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $989,109 | 3,270 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $1,392,861 | 3,765 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,248,921 | 3,760 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,229,986 | 3,856 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,050,102 | 3,903 | Principal | Sole | 2025-04-16 | |
| 2024-12-31 | $1,315,966 | 4,434 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,244,808 | 4,590 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $1,085,506 | 4,688 | Principal | Sole | 2024-07-23 | |
| 2024-03-31 | $1,082,210 | 4,753 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $874,690 | 4,669 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $665,238 | 4,459 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $766,305 | 4,399 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $709,285 | 4,300 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $715,257 | 4,841 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $623,149 | 4,619 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $582,758 | 4,204 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $817,751 | 4,373 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $698,735 | 4,271 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||