Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,957,319
+$268,877 QoQ
Shares Held
8,743
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#1,016
of 2,990 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $6,343,167 across 8 Credit Services names. AXP ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
8,743 | $2,957,319 | |
| 2 | V |
Visa Inc.
|
5,375 | $1,844,108 | |
| 3 | CACC |
Credit Acceptance Corp
|
1,537 | $978,668 | |
| 4 | MA |
Mastercard Inc
|
512 | $262,963 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
10,831 | $194,199 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
2,092 | $90,332 | |
| 7 | COF |
Capital One Financial Corp
|
61 | $12,237 | |
| 8 | WU |
Western Union CO
|
434 | $3,341 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,319 | 8,743 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,688,442 | 8,888 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,402,059 | 9,196 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,143,893 | 9,465 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,007,343 | 9,428 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,111,562 | 11,565 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $4,061,274 | 13,684 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $3,792,189 | 13,983 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $3,270,412 | 14,124 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $3,766,675 | 16,543 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,126,141 | 16,687 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $2,510,419 | 16,827 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,020,105 | 17,337 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,418,331 | 14,661 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,188,767 | 14,814 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||