Position in AXP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$76,444
-$2,503 QoQ
Shares Held
226
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,800
of 2,990 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $761,066 across 12 Credit Services names. AXP ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
745 | $255,602 | |
| 2 | MA |
Mastercard Inc
|
461 | $236,769 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
8,893 | $159,451 | |
| 4 | AXP |
American Express Co
This page
|
226 | $76,444 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
354 | $15,285 | |
| 6 | ALLY |
Ally Financial Inc.
|
227 | $10,430 | |
| 7 | COF |
Capital One Financial Corp
|
29 | $5,817 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
4 | $433 |
All Filings in AXP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,444 | 226 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $78,947 | 261 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $102,476 | 277 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $66,432 | 200 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $53,269 | 167 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $45,469 | 169 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $48,970 | 165 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $60,748 | 224 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $39,595 | 171 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,568 | 165 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $30,536 | 163 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $24,467 | 164 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $22,646 | 130 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $19,629 | 119 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $9,456 | 64 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $5,126 | 38 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||