Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,157,491
+$114,843 QoQ
Shares Held
3,422
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,507
of 2,998 holders
Holding Since
Dec 2023
11 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, 2026Quantum Financial Advisors, LLC holds $3,741,185 across 4 Credit Services names. AXP ranks #2 (30.9% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,491 | 3,422 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,042,648 | 3,447 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,229,343 | 3,323 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $783,233 | 2,358 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $752,154 | 2,358 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $634,419 | 2,358 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $699,830 | 2,358 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $886,281 | 3,268 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $321,159 | 1,387 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $315,806 | 1,387 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $201,015 | 1,073 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||