Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$390,002
+$41,243 QoQ
Shares Held
1,153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,189
of 2,990 holders
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 Jun 30, 2026James J. Burns & Company, LLC holds $3,159,425 across 4 Credit Services names. AXP ranks #4 (12.3% 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 | $390,002 | 1,153 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $348,759 | 1,153 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $500,542 | 1,353 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $482,628 | 1,453 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $463,477 | 1,453 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $391,467 | 1,455 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $431,829 | 1,455 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $314,320 | 1,159 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $268,366 | 1,159 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $212,630 | 1,135 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||