Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,931,997
+$4,168,861 QoQ
Shares Held
67,796
+9.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#391
of 2,990 holders
Holding Since
Mar 2024
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 Jun 30, 2026Trajan Wealth LLC holds $125,083,374 across 4 Credit Services names. AXP ranks #3 (18.3% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,931,997 | 67,796 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,763,136 | 62,031 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,544,314 | 28,502 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,271,116 | 24,901 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,066,999 | 19,020 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,301,302 | 15,987 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,164,557 | 14,032 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,421,188 | 12,615 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,506,065 | 10,823 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,148,255 | 9,435 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||