Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$442,769
+$32,607 QoQ
Shares Held
1,309
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,098
of 2,990 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $2,081,491 across 7 Credit Services names. AXP ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,236 | $767,149 | |
| 2 | COF |
Capital One Financial Corp
|
3,356 | $673,280 | |
| 3 | AXP |
American Express Co
This page
|
1,309 | $442,769 | |
| 4 | MA |
Mastercard Inc
|
365 | $187,464 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
65 | $5,300 | |
| 6 | SYF |
Synchrony Financial
|
50 | $3,802 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
40 | $1,727 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,769 | 1,309 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $410,162 | 1,356 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $502,022 | 1,357 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $454,727 | 1,369 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $436,045 | 1,367 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $343,845 | 1,278 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $379,297 | 1,278 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $395,952 | 1,460 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $338,063 | 1,460 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $357,700 | 1,571 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $294,311 | 1,571 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $234,377 | 1,571 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $273,668 | 1,571 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $259,136 | 1,571 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $232,115 | 1,571 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||