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EAGLE ROCK INVESTMENT COMPANY, LLC

Position in AXP — American Express Co

CIK 1911407 ATLANTA, GA

Position in AXP

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$15,106,921
+$1,676,507 QoQ
Shares Held
44,662
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#473
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, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $37,500,004 across 3 Credit Services names. AXP ranks #2 (40.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AXP
American Express Co
This page
44,662 $15,106,921

All Filings in AXP

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,106,921 44,662
2026-03-31 $13,430,414 44,401
2025-12-31 $16,467,584 44,513
2025-09-30 $14,797,063 44,548
2025-06-30 $14,568,454 45,672
2025-03-31 $12,218,636 45,414
2024-12-31 $15,170,420 51,115
2024-09-30 $13,901,440 51,259
2024-06-30 $11,986,648 51,767
2024-03-31 $11,863,332 52,103
2023-12-31 $10,192,982 54,409
2023-09-30 $8,086,247 54,201
2023-06-30 $9,630,124 55,282
2023-03-31 $9,815,844 59,508
2022-12-31 $8,797,921 59,546
2022-09-30 $7,988,560 59,214
2022-06-30 $8,348,805 60,228
2022-03-31 $11,519,948 61,604
2021-12-31 $9,669,905 59,107