Position in AXP
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$275,256
-$24,403 QoQ
Shares Held
910
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Summa Corp. holds $3,257,317 across 4 Credit Services names. AXP ranks #4 (8.5% of the industry book) .
All Filings in AXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,256 | 910 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $299,659 | 810 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $269,049 | 810 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $258,373 | 810 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||