Hoxton Planning & Management, LLC
Position in AXP — American Express Co
CIK 1954782
SHEPHERDSTOWN, WV
Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$452,916
+$84,496 QoQ
Shares Held
1,339
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,093
of 2,998 holders
Holding Since
Dec 2023
11 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, 2026Hoxton Planning & Management, LLC holds $2,580,256 across 5 Credit Services names. AXP ranks #3 (17.6% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,916 | 1,339 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $368,420 | 1,218 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $460,587 | 1,245 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $406,231 | 1,223 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $400,638 | 1,256 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $324,474 | 1,206 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $357,335 | 1,204 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $324,897 | 1,198 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $285,732 | 1,234 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $279,831 | 1,229 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $214,878 | 1,147 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||