Position in AXP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,320,022
-$564,133 QoQ
Shares Held
4,364
-14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $50,881,381 across 6 Credit Services names. AXP ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
|
924,622 | $42,366,180 | |
| 2 | MA |
Mastercard Inc
|
9,691 | $4,842,205 | |
| 3 | V |
Visa Inc.
|
5,880 | $1,777,171 | |
| 4 | AXP |
American Express Co
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|
4,364 | $1,320,022 | |
| 5 | COF |
Capital One Financial Corp
|
1,964 | $358,292 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,809 | $217,511 |
All Filings in AXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,320,022 | 4,364 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,884,155 | 5,093 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,223,345 | 3,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,770,657 | 5,551 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,226,598 | 4,559 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,739,189 | 5,860 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $881,671 | 3,251 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $778,008 | 3,360 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $505,244 | 2,219 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $340,584 | 1,818 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||