Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,089,370
+$915,143 QoQ
Shares Held
6,177
+59.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,175
of 2,990 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $17,931,801 across 5 Credit Services names. AXP ranks #3 (11.7% 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 | $2,089,370 | 6,177 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,174,227 | 3,882 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,334,039 | 3,606 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $981,532 | 2,955 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $927,274 | 2,907 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $611,550 | 2,273 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $605,451 | 2,040 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $524,772 | 1,935 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $390,161 | 1,685 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $382,519 | 1,680 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $228,367 | 1,219 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||